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 Westchester Event-Driven Fund · WCERX, WCEIX | 36% | 1.60% | Virtus Investment Advisers, LLC |
| 2 | The Merger Fund VL · MERVX cheaper | 35% | 1.54% | Virtus Investment Advisers, LLC |
| 3 | JNL/Westchester Capital Event Driven Fund diff. adviser | 34% | 1.65% | Jackson National Asset Management, LLC |
| 4 | The Merger Fund · MERFX, MERIX cheaper | 31% | 1.27% | Virtus Investment Advisers, LLC |
| 5 | Nexpoint Credit Catalyst Fund cheaper | 8% | 1.40% | — |
| 6 | High Income Securities Fund | 7% | — | — |
| 7 | CrossingBridge Low Duration High Income Fund · CBLVX, CBLDX cheaper | 7% | 0.86% | — |
| 8 | BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF · XHYT cheaper diff. adviser | 6% | 0.35% | BondBloxx Investment Management Corporation |
| 9 | Lazard US High Yield Portfolio · LZHOX, LZHYX, RLCIX cheaper diff. adviser | 5% | 0.57% | Lazard Asset Management LLC |
| 10 | WATER ISLAND CREDIT OPPORTUNITIES FUND · ARCFX, ACFIX, AGCAX cheaper diff. adviser | 5% | 1.01% | Water Island Capital, LLC |
| 11 | Barings Global Short Duration High Yield Fund | 5% | — | — |
| 12 | Calamos Merger Arbitrage Fund diff. adviser | 4% | 1.73% | Calamos Advisors LLC |
| 13 | RiverPark Strategic Income Fund · RSIIX, RSIVX cheaper | 4% | 1.00% | — |
| 14 | BondBloxx B Rated USD High Yield Corporate Bond ETF · XB cheaper diff. adviser | 4% | 0.30% | BondBloxx Investment Management Corporation |
| 15 | Western Asset High Yield Opportunity Fund Inc. | 4% | — | — |
| 16 | Victory High Yield Fund · GUHYX, RHYCX, RHYKX, RSYYX cheaper diff. adviser | 4% | 0.78% | Victory Capital Management Inc. |
| 17 | Nomura VIP High Income Series cheaper diff. adviser | 4% | 0.72% | Macquarie Investment Management Business Trust |
| 18 | Muzinich Flexible U.S. High Yield Income Fund · MZHRX, MZHIX, MZHSX cheaper diff. adviser | 4% | 0.58% | Muzinich & Co., Inc. |
| 19 | JNL Multi-Manager Alternative Fund diff. adviser | 4% | 1.92% | Jackson National Asset Management, LLC |
| 20 | Goldman Sachs Access High Yield Corporate Bond ETF · GHYB cheaper diff. adviser | 4% | 0.15% | Goldman Sachs Asset Management, L.P. |
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