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 | Virtus Seix High Yield MACS · VMAKX cheaper | 31% | 0.00% | Virtus Investment Advisers, LLC |
| 2 | BrandywineGLOBAL - HIGH YIELD FUND · BGHCX, BGHIX, BGHSX, BGHAX diff. adviser | 21% | 0.54% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | BrandywineGLOBAL - CORPORATE CREDIT FUND · BCGIX, BGGCX, BGISX, BCAAX cheaper diff. adviser | 18% | 0.49% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | BondBloxx USD High Yield Bond Financial & REIT Sector ETF · XHYF cheaper diff. adviser | 17% | 0.35% | BondBloxx Investment Management Corporation |
| 5 | Global Atlantic BlackRock High Yield Portfolio diff. adviser | 16% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 6 | Goldman Sachs High Yield Fund · GSHIX, GSHSX, GSHAX, GSHCX, GSHRX, GSHTX, GSHUX, GGMPX diff. adviser | 15% | 0.67% | Goldman Sachs Asset Management, L.P. |
| 7 | CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND · RIMOX, CNRZX | 15% | 0.96% | — |
| 8 | T. Rowe Price Institutional High Yield Fund · TRHYX cheaper diff. adviser | 15% | 0.00% | T. Rowe Price Associates, Inc. |
| 9 | MFS High Yield Portfolio diff. adviser | 15% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | NYLI MacKay High Income ETF · IQHI cheaper diff. adviser | 15% | 0.41% | New York Life Investment Management LLC |
| 11 | First Trust Tactical High Yield ETF · HYLS diff. adviser | 15% | 0.69% | First Trust Advisors L.P. |
| 12 | T. Rowe Price High Yield Fund, Inc. · PRHYX, PAHIX, PRHIX, TRKZX cheaper diff. adviser | 15% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 15% | 0.40% | SSGA Funds Management, Inc. |
| 14 | MFS INTERMEDIATE HIGH INCOME FUND | 15% | — | — |
| 15 | MFS High Yield Pooled Portfolio · HYPPX cheaper diff. adviser | 14% | 0.03% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS High Income Fund · MHITX, MHIJX, MHIBX, MHICX, MHIIX, MHIGX, MIHRX, MHIHX, MHIKX cheaper diff. adviser | 14% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Neuberger Berman High Income Bond Fund · NHINX, NHILX, NHIAX, NHICX, NHIRX, NRHIX, NHIEX cheaper diff. adviser | 14% | 0.09% | Neuberger Berman Investment Advisers LLC |
| 18 | High Yield Trust · JAEMX, JAELX, JAEOX diff. adviser | 14% | 0.61% | John Hancock Variable Trust Advisers LLC |
| 19 | Putnam VT High Yield Fund diff. adviser | 14% | 0.73% | Franklin Advisers, Inc. |
| 20 | Columbia Variable Portfolio - High Yield Bond Fund diff. adviser | 14% | 0.64% | Columbia Management Investment Advisers, LLC |
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