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 | Victory Pioneer Floating Rate Fund · FLYRX, FLARX, FLRCX, FLRKX cheaper | 31% | 0.78% | Victory Capital Management Inc. |
| 2 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 17% | 0.64% | New York Life Investment Management LLC |
| 3 | Virtus Newfleet Floating Rate MACS · VMAFX cheaper diff. adviser | 15% | 0.00% | Virtus Investment Advisers, LLC |
| 4 | Putnam Floating Rate Income Fund · PFLRX cheaper diff. adviser | 15% | 0.69% | Franklin Advisers, Inc. |
| 5 | BlackRock Floating Rate Income Trust | 15% | — | — |
| 6 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 15% | 0.56% | — |
| 7 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 15% | 0.60% | — |
| 8 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX cheaper diff. adviser | 14% | 0.64% | New York Life Investment Management LLC |
| 9 | BlackRock Floating Rate Income Strategies Fund, Inc. | 14% | — | — |
| 10 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX cheaper diff. adviser | 14% | 0.74% | American Beacon Advisors, Inc. |
| 11 | JPMorgan Floating Rate Income Fund · JPHAX, JPHCX, JPHSX, JPHRX cheaper diff. adviser | 14% | 0.66% | J.P. Morgan Investment Management, Inc. |
| 12 | JNL Multi-Manager Floating Rate Income Fund cheaper diff. adviser | 14% | 0.63% | Jackson National Asset Management, LLC |
| 13 | BlackRock Debt Strategies Fund, Inc. | 13% | — | — |
| 14 | Goldman Sachs High Yield Floating Rate Fund · GFRAX, GFRCX, GSFRX, GFRIX, GFRRX, GFRSX, GGNPX cheaper diff. adviser | 13% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 15 | Bank Loan Core Fund diff. adviser | 13% | — | Federated Advisory Services Company, Federated Investment Management Company |
| 16 | Franklin Floating Rate Daily Access Fund · FAFRX, FCFRX, FDAAX, FFRDX cheaper diff. adviser | 13% | 0.62% | Franklin Advisers, Inc. |
| 17 | Catalyst/CIFC Senior Secured Income Fund · CFRAX, CFRCX, CFRIX, CFRFX | 13% | 0.94% | — |
| 18 | Franklin Floating Rate Master Series · XFFLX diff. adviser | 13% | — | Franklin Advisers, Inc. |
| 19 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 13% | 0.54% | Lord, Abbett & Co. LLC |
| 20 | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF · LVLN cheaper diff. adviser | 12% | 0.40% | SSGA Funds Management, Inc. |
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