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 | CrossingBridge Ultra-Short Duration Fund · CBUDX cheaper | 16% | 0.92% | — |
| 2 | State Street(R) My2027 High Yield Corporate Bond ETF · MYHA cheaper | 10% | 0.39% | — |
| 3 | CrossingBridge Low Duration High Income Fund · CBLVX, CBLDX cheaper | 9% | 0.86% | — |
| 4 | CrossingBridge Responsible Credit Fund · CBRDX cheaper | 9% | 0.90% | — |
| 5 | WATER ISLAND CREDIT OPPORTUNITIES FUND · ARCFX, ACFIX, AGCAX diff. adviser | 9% | 1.01% | Water Island Capital, LLC |
| 6 | NORTHEAST INVESTORS TRUST · NTHEX | 8% | 1.94% | — |
| 7 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ cheaper diff. adviser | 8% | 0.43% | Invesco Capital Management LLC |
| 8 | iShares iBonds 2026 Term High Yield and Income ETF · IBHF cheaper diff. adviser | 8% | 0.35% | BlackRock Fund Advisors |
| 9 | iShares iBonds 2027 Term High Yield and Income ETF · IBHG cheaper diff. adviser | 6% | 0.35% | BlackRock Fund Advisors |
| 10 | First Trust Merger Arbitrage Fund · VARAX, VARBX, VARCX | 6% | 1.75% | — |
| 11 | Nexpoint Credit Catalyst Fund | 5% | 1.40% | — |
| 12 | Greenspring Income Opportunities Fund · GRIOX cheaper diff. adviser | 4% | 0.85% | Corbyn Investment Management |
| 13 | Destinations Low Duration Fixed Income Fund · DLDFX, DLDZX cheaper diff. adviser | 4% | 0.79% | Brinker Capital Investments, LLC |
| 14 | Penn Capital Short Duration High Income Fund · PSHNX cheaper diff. adviser | 4% | 0.54% | Penn Capital Management Company, LLC |
| 15 | North Star Bond Fund · NSBDX diff. adviser | 4% | 1.57% | North Star Investment Management Corp. |
| 16 | State Street(R) My2028 High Yield Corporate Bond ETF · MYHB cheaper | 4% | 0.39% | — |
| 17 | Carillon Chartwell Short Duration High Yield Fund · CWFIX, CWFRX, CWFCX, CWFAX cheaper diff. adviser | 4% | 0.39% | Carillon Tower Advisers, Inc. |
| 18 | Invesco BulletShares 2027 High Yield Corporate Bond ETF · BSJR cheaper diff. adviser | 4% | 0.42% | Invesco Capital Management LLC |
| 19 | Voya Short Duration High Income Fund · VVJCX, VVJDX, VVJBX, VVJGX, VVJWX cheaper diff. adviser | 3% | 0.56% | Voya Investments, LLC |
| 20 | Eaton Vance Short Duration High Income Fund · ESHAX, ESHIX cheaper diff. adviser | 3% | 0.65% | Eaton Vance Management |
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