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 | Transamerica Multi-Asset Income · TASHX, TCSHX, TSHIX cheaper diff. adviser | 17% | 0.63% | Transamerica Asset Management, Inc. |
| 2 | TSW Core Plus Bond Fund · TSWFX cheaper | 13% | 0.51% | JOHCM (USA) Inc. |
| 3 | Voya High Yield Portfolio · IPYSX, IPYAX, IPIMX, IPHYX cheaper diff. adviser | 12% | 0.48% | Voya Investments, LLC |
| 4 | Voya High Yield Bond Fund · IHYAX, IMYCX, IHYIX, IHYWX, IRSTX, VHYRX cheaper diff. adviser | 12% | 0.00% | Voya Investments, LLC |
| 5 | CANTOR FITZGERALD HIGH INCOME FUND · ATPRX, ATPAX, ATPYX diff. adviser | 8% | 0.81% | Cantor Fitzgerald Investment Advisors, LP |
| 6 | Barrow Hanley Credit Opportunities Fund · BCONX | 8% | 0.77% | JOHCM (USA) Inc. |
| 7 | Global Atlantic BlackRock High Yield Portfolio cheaper diff. adviser | 8% | 0.63% | Global Atlantic Investment Advisors, LLC |
| 8 | Greenspring Income Opportunities Fund · GRIOX diff. adviser | 8% | 0.85% | Corbyn Investment Management |
| 9 | Invesco BulletShares 2033 High Yield Corporate Bond ETF cheaper diff. adviser | 7% | 0.42% | Invesco Capital Management LLC |
| 10 | North Star Bond Fund · NSBDX diff. adviser | 7% | 1.57% | North Star Investment Management Corp. |
| 11 | Timothy Plan High Yield Bond Fund · TPHAX, TPHCX, TPHIX diff. adviser | 7% | 0.95% | Timothy Partners Ltd. |
| 12 | Buffalo High Yield Fund · BUFHX, BUIHX diff. adviser | 7% | 0.87% | Kornitzer Capital Management, Inc. |
| 13 | Penn Capital Short Duration High Income Fund · PSHNX cheaper diff. adviser | 6% | 0.54% | Penn Capital Management Company, LLC |
| 14 | Western Asset High Income Opportunity Fund Inc. | 6% | — | — |
| 15 | Virtus Newfleet High Yield MACS · VMAHX cheaper diff. adviser | 5% | 0.00% | Virtus Investment Advisers, LLC |
| 16 | F/m High Yield 100 ETF · ZTOP cheaper | 5% | 0.39% | — |
| 17 | Voya VACS Series HYB Fund · VVITX cheaper diff. adviser | 5% | 0.13% | Voya Investments, LLC |
| 18 | Columbia U.S. High Yield ETF · NJNK cheaper diff. adviser | 5% | 0.46% | Columbia Management Investment Advisers, LLC |
| 19 | Western Asset High Yield Opportunity Fund Inc. | 5% | — | — |
| 20 | Fidelity Enhanced High Yield ETF · FDHY cheaper diff. adviser | 5% | 0.35% | Fidelity Management & Research Company LLC |
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