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 | AST High Yield Portfolio diff. adviser | 10% | 0.94% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 2 | New America High Income Fund Inc | 9% | — | — |
| 3 | High Income Fund cheaper diff. adviser | 9% | 0.60% | Principal Global Investors, LLC |
| 4 | Pioneer High Yield Fund · TYHRX diff. adviser | 9% | 0.81% | Amundi Asset Management US, Inc. |
| 5 | PPM High Yield Core Fund cheaper | 8% | 0.71% | — |
| 6 | High Income Fund diff. adviser | 6% | 0.78% | Madison Asset Management, LLC |
| 7 | Victory High Yield VIP Series diff. adviser | 6% | 0.93% | Victory Capital Management Inc. |
| 8 | High Yield Fund | 6% | 0.80% | — |
| 9 | Barrow Hanley Credit Opportunities Fund | 5% | 0.78% | — |
| 10 | Pioneer High Yield VCT Portfolio diff. adviser | 5% | 0.95% | Amundi Asset Management US, Inc. |
| 11 | Penn Capital Opportunistic High Income Fund · PHYNX, PHYVX cheaper diff. adviser | 5% | 0.72% | Penn Capital Management Company, LLC |
| 12 | MML High Yield Fund diff. adviser | 5% | 0.89% | MML Investment Advisers, LLC |
| 13 | Aquila High Income Fund | 5% | 0.96% | — |
| 14 | Fidelity Global High Income Fund · FGHNX, FGHAX, FGHCX, FGHTX, FGHIX | 5% | 0.80% | — |
| 15 | Transamerica Sustainable Bond cheaper | 5% | 0.45% | — |
| 16 | Tax-Managed International Equity Portfolio diff. adviser | 4% | — | Boston Management and Research |
| 17 | VanEck Green Infrastructure ETF · RNEW cheaper | 4% | 0.47% | — |
| 18 | Oakhurst Short Duration High Yield Credit Fund · OHSHX diff. adviser | 4% | 0.95% | Fm Investments LLC |
| 19 | BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 4% | — | — |
| 20 | Transamerica ClearTrack(R) 2045 · TCPTX, TCOTX, TCTTX cheaper | 4% | 0.55% | Transamerica Asset Management, Inc. |
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