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 | Teberg Fund · TEBRX, ABSTX | 21% | 2.03% | Absolute Capital Management, LLC |
| 2 | AVIP Constellation Managed Risk Growth Portfolio | 20% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 3 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA | 20% | 0.65% | Tidal Investments LLC |
| 4 | SSGA Growth and Income ETF Portfolio cheaper | 20% | 0.48% | Brighthouse Investment Advisers, LLC |
| 5 | SSGA Growth ETF Portfolio | 20% | 0.50% | Brighthouse Investment Advisers, LLC |
| 6 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX | 19% | 1.73% | Howard Capital Management, Inc. |
| 7 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX | 19% | 1.58% | — |
| 8 | Global Atlantic Moderately Aggressive Managed Risk Portfolio | 19% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 9 | AB All Market Total Return Portfolio · ABWAX, ABWCX, ABWYX, ABWIX | 19% | 0.89% | AllianceBernstein L.P. |
| 10 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper | 19% | 0.40% | Transamerica Asset Management, Inc. |
| 11 | Global Atlantic Moderate Managed Risk Portfolio | 18% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 12 | JNL Growth ETF Allocation Fund | 18% | 0.53% | Jackson National Asset Management, LLC |
| 13 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX | 18% | 1.39% | Howard Capital Management, Inc. |
| 14 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX | 17% | 0.58% | New York Life Investment Management LLC |
| 15 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper | 17% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 16 | Eaton Vance Equity Strategy Fund · ERBAX, ERBXC, ERBIX | 17% | 0.87% | Eaton Vance Management |
| 17 | NYLI Growth ETF Allocation Fund · MOEAX, MOECX, MOEIX, MOERX, MOEVX | 16% | 0.56% | New York Life Investment Management LLC |
| 18 | JNL Moderate Growth ETF Allocation Fund | 16% | 0.52% | Jackson National Asset Management, LLC |
| 19 | Global Atlantic Balanced Managed Risk Portfolio | 16% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 20 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX | 16% | 0.73% | Goldman Sachs Asset Management, L.P. |
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