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 | PIMCO Senior Loan Active Exchange-Traded Fund cheaper | 37% | 0.63% | Pacific Investment Management Company LLC |
| 2 | PIMCO High Yield Portfolio · VPVHYDV, VPVHYIV, VPVHYVV cheaper | 27% | 0.65% | Pacific Investment Management Company LLC |
| 3 | PIMCO Sector Fund Series - H | 25% | — | Pacific Investment Management Company LLC |
| 4 | PIMCO High Yield Fund · PHIYX, PHYAX, PHDAX, PHDCX, PHYRX, PHLPX, PHNNX cheaper | 19% | 0.60% | Pacific Investment Management Company LLC |
| 5 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 19% | 0.63% | Jackson National Asset Management, LLC |
| 6 | BlackRock Debt Strategies Fund, Inc. | 19% | — | — |
| 7 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 19% | 0.64% | New York Life Investment Management LLC |
| 8 | BlackRock Floating Rate Income Trust | 18% | — | — |
| 9 | BlackRock Floating Rate Income Strategies Fund, Inc. | 17% | — | — |
| 10 | PIMCO Dynamic Income Strategy Fund | 17% | — | — |
| 11 | PIMCO High Yield and Short-Term Investments Portfolio | 17% | — | Pacific Investment Management Company LLC |
| 12 | PIMCO Income Strategy Fund | 17% | — | — |
| 13 | PIMCO High Yield Spectrum Fund · PHSIX, PHSPX, PHSAX, PHSCX, PHFNX cheaper | 16% | 0.65% | Pacific Investment Management Company LLC |
| 14 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 16% | 0.63% | BlackRock Advisors, LLC |
| 15 | Eaton Vance Floating-Rate ETF cheaper | 16% | 0.60% | — |
| 16 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX cheaper diff. adviser | 16% | 0.64% | New York Life Investment Management LLC |
| 17 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 15% | 0.60% | — |
| 18 | Brighthouse/Eaton Vance Floating Rate Portfolio cheaper diff. adviser | 15% | 0.70% | Brighthouse Investment Advisers, LLC |
| 19 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 15% | 0.63% | Eaton Vance Management |
| 20 | BlackRock Ltd Duration Income Trust | 15% | — | — |
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