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 | BondBloxx Private Credit CLO ETF diff. adviser | 9% | 0.68% | BondBloxx Investment Management Corporation |
| 2 | Guggenheim Active INvestment Series (GAINS)-Limited Duration Fund · GULDX cheaper diff. adviser | 4% | 0.02% | Guggenheim Partners Investment Management, LLC |
| 3 | Medalist Partners Short Duration Fund · SEMIX, SEMRX diff. adviser | 3% | 0.61% | Medalist Partners LP |
| 4 | Franklin BSP Lending Fund | 2% | — | — |
| 5 | Franklin Templeton SMACS Series I cheaper diff. adviser | 1% | 0.00% | Franklin Advisers, Inc. |
| 6 | AAM SLC Low Duration Income ETF · LODI cheaper diff. adviser | 1% | 0.15% | ADVISORS ASSET MANAGEMENT, INC. |
| 7 | Franklin Floating Rate Daily Access Fund · FAFRX, FCFRX, FDAAX, FFRDX diff. adviser | 1% | 0.62% | Franklin Advisers, Inc. |
| 8 | Franklin Floating Rate Master Series · XFFLX diff. adviser | 1% | — | Franklin Advisers, Inc. |
| 9 | MA Specialty Credit Income Fund | 1% | — | — |
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