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 | Floating Rate Income Portfolio diff. adviser | 78% | 0.72% | Pacific Life Fund Advisors LLC |
| 2 | Aristotle Pacific EXclusive Series (H) · APXHX cheaper | 23% | 0.00% | — |
| 3 | Pacer Aristotle Pacific Floating Rate High Income ETF · FLRT cheaper diff. adviser | 17% | 0.60% | Pacer Advisors, Inc. |
| 4 | Invesco Senior Loan ETF · BKLN cheaper diff. adviser | 17% | 0.65% | Invesco Capital Management LLC |
| 5 | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF · LVLN cheaper diff. adviser | 16% | 0.40% | SSGA Funds Management, Inc. |
| 6 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX diff. adviser | 16% | 0.74% | American Beacon Advisors, Inc. |
| 7 | First Trust Senior Floating Rate Income Fund II | 16% | — | — |
| 8 | BlackRock Floating Rate Income Strategies Fund, Inc. | 15% | — | — |
| 9 | State Street(R) Blackstone Senior Loan ETF · SRLN cheaper diff. adviser | 15% | 0.70% | SSGA Funds Management, Inc. |
| 10 | BlackRock Floating Rate Income Trust | 15% | — | — |
| 11 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX diff. adviser | 14% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 12 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 14% | 0.64% | New York Life Investment Management LLC |
| 13 | Aristotle Strategic Income Fund · PLCNX, PLSRX, PLSTX, PLSFX, PLSHX cheaper | 14% | 0.59% | Aristotle Investment Services, LLC |
| 14 | DoubleLine Floating Rate Fund · DBFRX, DLFRX diff. adviser | 13% | 0.80% | DoubleLine Capital LP |
| 15 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 13% | 0.63% | Eaton Vance Management |
| 16 | BlackRock Debt Strategies Fund, Inc. | 13% | — | — |
| 17 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 13% | 0.56% | — |
| 18 | Franklin Senior Loan ETF · FLBL cheaper diff. adviser | 13% | 0.45% | Franklin Advisers, Inc. |
| 19 | T. Rowe Price Institutional Floating Rate Fund · RPIFX, PFFRX, TRAZX cheaper diff. adviser | 13% | 0.02% | T. Rowe Price Associates, Inc. |
| 20 | Eaton Vance Senior Income Trust | 13% | — | — |
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