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 | Nuveen Floating Rate Income Opportunity Fund | 9% | — | — |
| 2 | Nuveen Senior Income Fund | 8% | — | — |
| 3 | Nuveen Short Duration Credit Opportunities Fund | 8% | — | — |
| 4 | WBI BullBear Global Income ETF · WBII | 7% | — | — |
| 5 | WBI BullBear Trend Switch US 3000 Total Return ETF · WBIT | 7% | — | — |
| 6 | Jackson Square Global Growth Fund | 4% | 0.98% | — |
| 7 | Jackson Square International Growth Fund | 3% | 0.99% | — |
| 8 | Pacific Funds Strategic Income | 2% | 0.64% | — |
| 9 | LEFT BRAIN COMPOUND GROWTH FUND | 2% | — | — |
| 10 | Pacific Funds Core Income cheaper | 2% | 0.55% | — |
| 11 | Pacific Funds Floating Rate Income | 2% | 0.72% | — |
| 12 | Pacific Funds Short Duration Income cheaper | 1% | 0.45% | — |
| 13 | Harbor High-Yield Bond Fund cheaper | 1% | 0.57% | — |
| 14 | Western Asset Middle Market Income Fund Inc. | 1% | — | — |
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