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 | PIA High Yield Fund · PHYSX | 93% | 0.66% | Pacific Income Advisers Inc |
| 2 | MetLife Opportunistic High Yield Fund · MFHVX, MFHIX diff. adviser | 27% | 0.75% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 3 | Buffalo High Yield Fund · BUFHX, BUIHX diff. adviser | 15% | 0.87% | Kornitzer Capital Management, Inc. |
| 4 | High Yield Portfolio · MSYIX, MSYPX, MSYLX, MSHYX, MSHDX, MRHYX cheaper diff. adviser | 13% | 0.00% | Morgan Stanley Investment Management Inc. |
| 5 | Callodine Specialty Income Fund | 10% | — | — |
| 6 | Janus Henderson High-Yield Fund · JAHYX, JHYAX, JDHCX, JHYFX, JHYRX, JDHYX, JNHYX, JHYNX diff. adviser | 9% | 0.63% | Janus Henderson Investors US LLC |
| 7 | Dunham Floating Rate Bond Fund · DAFRX, DCFRX, DNFRX diff. adviser | 9% | 1.09% | Dunham & Associates Investment Counsel, Inc. |
| 8 | Bluerock Private Real Estate Fund | 9% | — | — |
| 9 | Corient Registered Alternatives Fund | 9% | — | — |
| 10 | StepStone Private Equity Strategies Fund | 9% | — | — |
| 11 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 9% | 2.01% | Reynolds Capital Management, LLC |
| 12 | VOLUMETRIC FUND · VOLMX diff. adviser | 9% | — | Volumetric Advisers, Inc. |
| 13 | MH Elite Select Portfolio of Funds · MHESX diff. adviser | 9% | 2.07% | MH Investment Management, Inc. |
| 14 | AUER GROWTH · AUERX diff. adviser | 9% | 2.05% | SBAuer Funds LLC |
| 15 | Dunham Monthly Distribution Fund · DAMDX, DCMDX, DNMDX diff. adviser | 9% | 2.03% | Dunham & Associates Investment Counsel, Inc. |
| 16 | OnTrack Core Fund · OTRFX, OTRGX diff. adviser | 9% | 3.38% | Advisors Preferred, LLC |
| 17 | BTS Tactical Fixed Income Fund · BTFAX, BTFCX, BTFIX, BTFRX diff. adviser | 9% | 1.84% | BTS Asset Management, Inc. |
| 18 | The Gold Bullion Strategy Fund · QGLDX, QGLAX, QGLCX diff. adviser | 9% | 1.50% | Advisors Preferred, LLC |
| 19 | The Gold Bullion Strategy Portfolio diff. adviser | 9% | 1.63% | Advisors Preferred, LLC |
| 20 | Quantified Alternative Investment Fund · QALTX, QALAX | 9% | 2.41% | — |
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