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 | Osterweis Growth & Income Fund · OSTVX | 37% | 0.91% | Osterweis Capital Management, LLC |
| 2 | Harbor Scientific Alpha High-Yield ETF · SIHY cheaper diff. adviser | 11% | 0.48% | Harbor Capital Advisors, Inc. |
| 3 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 10% | 0.85% | Corbyn Investment Management |
| 4 | PIA High Yield Fund · PHYSX cheaper diff. adviser | 8% | 0.66% | Pacific Income Advisers Inc |
| 5 | Systematic High Yield Bond Series · MSYZX, MSHIX, MSYSX, MSHWX cheaper diff. adviser | 8% | 0.11% | Manning & Napier Advisors, LLC |
| 6 | PIA High Yield MACS Fund · PIAMX cheaper diff. adviser | 8% | 0.18% | Pacific Income Advisers Inc |
| 7 | Intrepid Income Fund · ICMUX diff. adviser | 7% | 1.01% | Intrepid Capital Management, Inc. |
| 8 | Angel Oak High Yield Opportunities ETF · AOHY cheaper diff. adviser | 7% | 0.56% | Angel Oak Capital Advisors, LLC |
| 9 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX cheaper diff. adviser | 7% | 0.65% | Eaton Vance Management |
| 10 | Virtus Seix High Yield Fund · HYPSX, SAMHX, HYIZX cheaper diff. adviser | 7% | 0.53% | Virtus Investment Advisers, LLC |
| 11 | Harbor Scientific Alpha Income ETF · SIFI cheaper diff. adviser | 7% | 0.50% | Harbor Capital Advisors, Inc. |
| 12 | iShares High Yield Systematic Bond ETF · HYDB cheaper diff. adviser | 7% | 0.35% | BlackRock Fund Advisors |
| 13 | High-Yield Fund · ABHIX, AHYVX, ACYIX, AHDCX, AHYRX, AHYDX, AHYHX, AHYLX cheaper diff. adviser | 6% | 0.45% | American Century Investment Management, Inc. |
| 14 | Penn Capital Short Duration High Income Fund · PSHNX cheaper diff. adviser | 6% | 0.54% | Penn Capital Management Company, LLC |
| 15 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 6% | 0.39% | — |
| 16 | Invesco BulletShares 2029 High Yield Corporate Bond ETF cheaper diff. adviser | 6% | 0.42% | Invesco Capital Management LLC |
| 17 | iShares iBonds 2028 Term High Yield and Income ETF · IBHH cheaper diff. adviser | 6% | 0.35% | BlackRock Fund Advisors |
| 18 | Guggenheim High Yield Fund · SHYIX, SIHAX, SIHSX, SHYSX, SIHPX cheaper diff. adviser | 6% | 0.66% | Guggenheim Partners Investment Management, LLC |
| 19 | High Yield Fixed Income Fund · NHFIX cheaper diff. adviser | 6% | 0.61% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | Allspring Short-Term High Income Fund · SSTHX, WFHYX, WDHYX, STYIX cheaper diff. adviser | 6% | 0.51% | Allspring Funds Management, LLC |
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