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 | SIIT HIGH YIELD BOND FUND · SGYAX cheaper | 16% | 0.57% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIMT High Yield Bond Fund · SHYAX, SEIYX, SIYYX cheaper | 16% | 0.74% | — |
| 3 | Brigade High Income Fund · BHIMX, BHIIX cheaper | 12% | 0.53% | Brigade Capital Management, LP |
| 4 | LoCorr Dynamic Opportunity Fund · LEQAX, LEQCX, LEQIX cheaper | 12% | 2.15% | LoCorr Fund Management LLC |
| 5 | City National Rochdale Strategic Credit Fund | 10% | — | — |
| 6 | Yieldstreet Alternative Income Fund Inc. | 10% | — | — |
| 7 | Catholic Values Fixed Income Fund · CFVAX, CFVYX cheaper | 8% | 0.69% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | SAAT CONSERVATIVE STRATEGY ALLOCATION FUND · SMGAX cheaper | 8% | 1.24% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SAAT DEFENSIVE STRATEGY ALLOCATION FUND · STDAX cheaper | 8% | 0.93% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | SAAT MODERATE STRATEGY ALLOCATION FUND · SXMAX cheaper | 8% | 1.25% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Janus Henderson High-Yield Fund · JAHYX, JHYAX, JDHCX, JHYFX, JHYRX, JDHYX, JNHYX, JHYNX cheaper | 8% | 0.63% | Janus Henderson Investors US LLC |
| 12 | State Street(R) SPDR(R) Portfolio High Yield Bond ETF · SPHY cheaper | 8% | 0.05% | SSGA Funds Management, Inc. |
| 13 | PD High Yield Bond Market Portfolio cheaper | 8% | 0.28% | Pacific Life Fund Advisors LLC |
| 14 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper | 7% | 0.40% | SSGA Funds Management, Inc. |
| 15 | CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND · RIMOX, CNRZX cheaper | 7% | 0.96% | — |
| 16 | SIIT LARGE CAP DISCIPLINED EQUITY FUND · SCPAX cheaper | 7% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | SIIT LARGE CAP FUND · SLCAX cheaper | 7% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | Pacer Trendpilot US Bond ETF · PTBD cheaper | 7% | 0.60% | Pacer Advisors, Inc. |
| 19 | BNY Mellon High Yield ETF · BKHY cheaper | 7% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | Schwab High Yield Bond ETF · SCYB cheaper | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.