Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Eaton Vance VT Floating-Rate Income Fund diff. adviser | 26% | 0.63% | Eaton Vance Management |
| 2 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 26% | 0.70% | Brighthouse Investment Advisers, LLC |
| 3 | Senior Debt Portfolio diff. adviser | 26% | — | Boston Management and Research |
| 4 | State Street(R) Blackstone Senior Loan ETF · SRLN diff. adviser | 26% | 0.70% | SSGA Funds Management, Inc. |
| 5 | Eaton Vance Senior Floating-Rate Trust | 26% | — | — |
| 6 | BlackRock Floating Rate Income Strategies Fund, Inc. | 25% | — | — |
| 7 | BlackRock Floating Rate Income Trust | 25% | — | — |
| 8 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX diff. adviser | 25% | 0.64% | New York Life Investment Management LLC |
| 9 | Eaton Vance Senior Income Trust | 24% | — | — |
| 10 | Floating-Rate Portfolio diff. adviser | 24% | — | Boston Management and Research |
| 11 | iShares Floating Rate Loan Active ETF cheaper diff. adviser | 24% | 0.55% | BlackRock Fund Advisors |
| 12 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 24% | 0.54% | Lord, Abbett & Co. LLC |
| 13 | Eaton Vance Floating-Rate Income Trust | 24% | — | — |
| 14 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX diff. adviser | 24% | 0.69% | Hartford Funds Management Company, LLC |
| 15 | NYLI VP Floating Rate Portfolio diff. adviser | 23% | 0.64% | New York Life Investment Management LLC |
| 16 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX diff. adviser | 23% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 17 | Credit Suisse Floating Rate High Income Fund · CSHIX, CHIAX, CHICX diff. adviser | 23% | 0.70% | UBS Asset Management (Americas) LLC |
| 18 | BlackRock Debt Strategies Fund, Inc. | 23% | — | — |
| 19 | Eaton Vance Floating-Rate ETF cheaper | 22% | 0.60% | — |
| 20 | JNL Multi-Manager Floating Rate Income Fund diff. adviser | 22% | 0.63% | Jackson National Asset Management, LLC |
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