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 | Brighthouse/Eaton Vance Floating Rate Portfolio diff. adviser | 28% | 0.70% | Brighthouse Investment Advisers, LLC |
| 2 | NYLI VP Floating Rate Portfolio diff. adviser | 24% | 0.64% | New York Life Investment Management LLC |
| 3 | Eaton Vance VT Floating-Rate Income Fund diff. adviser | 23% | 0.63% | Eaton Vance Management |
| 4 | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF · LVLN cheaper diff. adviser | 22% | 0.40% | SSGA Funds Management, Inc. |
| 5 | Eaton Vance Senior Income Trust | 22% | — | — |
| 6 | VIP Floating Rate High Income Portfolio · FFNMX diff. adviser | 21% | 0.73% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Floating Rate Central Fund | 20% | — | — |
| 8 | Fidelity Series Floating Rate High Income Fund · FFHCX cheaper | 20% | 0.00% | — |
| 9 | Virtus Newfleet Senior Floating Rate Fund · PSFRX, PFSRX, PSFIX, VRSFX cheaper | 20% | 0.60% | — |
| 10 | Eaton Vance Floating-Rate ETF cheaper | 20% | 0.60% | — |
| 11 | Eaton Vance Floating-Rate Income Trust | 20% | — | — |
| 12 | American Beacon DoubleLine Floating Rate Income Fund · SOUAX, SOUCX, SPFLX, SPFPX, SPFYX diff. adviser | 20% | 0.74% | American Beacon Advisors, Inc. |
| 13 | JNL Multi-Manager Floating Rate Income Fund diff. adviser | 19% | 0.63% | Jackson National Asset Management, LLC |
| 14 | Shenkman Capital Floating Rate High Income Fund · SFHIX, SFHFX cheaper | 19% | 0.56% | — |
| 15 | Lord Abbett Floating Rate Fund · LFRAX, LARCX, LFRFX, LFRIX, LFRRX, LRRRX, LRRKX, LRRTX, LRRVX, LFROX cheaper diff. adviser | 18% | 0.54% | Lord, Abbett & Co. LLC |
| 16 | NYLI Floating Rate Fund · MXFNX, MXFAX, MXFCX, MXFIX, MXFEX, MXFMX diff. adviser | 18% | 0.64% | New York Life Investment Management LLC |
| 17 | MassMutual Global Floating Rate Fund · BXFCX, BXFIX, BXFYX, BXFAX, BXFDX, BXFEX cheaper diff. adviser | 18% | 0.36% | MML Investment Advisers, LLC |
| 18 | BlackRock Floating Rate Income Strategies Fund, Inc. | 18% | — | — |
| 19 | THE HARTFORD FLOATING RATE FUND · HFLAX, HFLCX, HFLYX, HFLIX, HFLRX, HFLSX, HFLTX, HFLFX diff. adviser | 18% | 0.69% | Hartford Funds Management Company, LLC |
| 20 | BlackRock Floating Rate Income Trust | 18% | — | — |
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