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 | TCW Multisector Credit Income ETF cheaper | 24% | 0.56% | TCW Investment Management Company LLC |
| 2 | BlackRock Floating Rate Income Strategies Fund, Inc. | 16% | — | — |
| 3 | BlackRock Floating Rate Income Trust | 15% | — | — |
| 4 | Neuberger Berman Floating Rate Income Fund · NFIAX, NFICX, NFIIX cheaper diff. adviser | 15% | 0.62% | Neuberger Berman Investment Advisers LLC |
| 5 | iShares Floating Rate Loan Active ETF cheaper diff. adviser | 15% | 0.55% | BlackRock Fund Advisors |
| 6 | Senior Debt Portfolio diff. adviser | 15% | — | Boston Management and Research |
| 7 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX diff. adviser | 14% | 0.69% | Hartford Funds Management Company, LLC |
| 8 | Fidelity Advisor Floating Rate High Income Fund · FFRAX, FFRCX, FFRTX, FFRIX, FFRHX, FIQSX diff. adviser | 14% | 0.67% | Fidelity Management & Research Company LLC |
| 9 | TCW Core Plus Bond ETF cheaper | 14% | 0.40% | TCW Investment Management Company LLC |
| 10 | Floating-Rate Portfolio diff. adviser | 14% | — | Boston Management and Research |
| 11 | Eaton Vance VT Floating-Rate Income Fund cheaper diff. adviser | 14% | 0.63% | Eaton Vance Management |
| 12 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 14% | 0.54% | Lord, Abbett & Co. LLC |
| 13 | BlackRock Debt Strategies Fund, Inc. | 14% | — | — |
| 14 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 14% | 0.70% | Brighthouse Investment Advisers, LLC |
| 15 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX cheaper diff. adviser | 13% | 0.64% | New York Life Investment Management LLC |
| 16 | BlackRock Floating Rate Income Portfolio cheaper diff. adviser | 13% | 0.63% | BlackRock Advisors, LLC |
| 17 | Eaton Vance Senior Floating-Rate Trust | 13% | — | — |
| 18 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 13% | 0.56% | — |
| 19 | NYLI VP Floating Rate Portfolio cheaper diff. adviser | 13% | 0.64% | New York Life Investment Management LLC |
| 20 | Credit Suisse Floating Rate High Income Fund · CSHIX, CHIAX, CHICX diff. adviser | 13% | 0.70% | UBS Asset Management (Americas) LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.