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 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 47% | 0.24% | — |
| 2 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper diff. adviser | 25% | 1.44% | North Square Investments, LLC |
| 3 | FundX ETF · XCOR cheaper | 24% | 1.15% | — |
| 4 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX cheaper diff. adviser | 24% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 5 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX cheaper diff. adviser | 24% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 6 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX cheaper diff. adviser | 20% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 7 | Advisors Capital Active All Cap Fund · ACALX cheaper | 20% | 1.91% | AC FUNDS LLC |
| 8 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 19% | 0.32% | Lincoln Financial Investments Corporation |
| 9 | Bluemonte Large Cap Core ETF · BLUC cheaper | 19% | 0.23% | — |
| 10 | PFG Global Equity Index Fund diff. adviser | 16% | 1.99% | Pacific Financial Group, LLC |
| 11 | Dga Core Plus Absolute Return ETF · HF cheaper | 16% | 1.70% | — |
| 12 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX cheaper diff. adviser | 15% | 1.21% | HORIZON INVESTMENTS LLC. |
| 13 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX cheaper diff. adviser | 15% | 1.15% | HORIZON INVESTMENTS LLC. |
| 14 | Brookstone Active ETF cheaper diff. adviser | 15% | 0.99% | Brookstone Asset Management, LLC |
| 15 | PFG US Equity Index Fund diff. adviser | 15% | 2.00% | Pacific Financial Group, LLC |
| 16 | FundX Conservative ETF · XRLX cheaper | 15% | 1.20% | — |
| 17 | Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) · SRGAX, SRGCX, SRGIX cheaper diff. adviser | 15% | 1.31% | Stringer Asset Management, LLC |
| 18 | FundX Aggressive ETF · XNAV cheaper | 15% | 1.27% | — |
| 19 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX cheaper diff. adviser | 14% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 20 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper diff. adviser | 13% | 1.73% | Howard Capital Management, Inc. |
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