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 | ACR Opportunity Fund · ACROX | 43% | 1.25% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 2 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 9% | 0.79% | — |
| 3 | Concourse Capital Focused Equity ETF · CCFE cheaper | 7% | 0.95% | — |
| 4 | ICON UTILITIES AND INCOME FUND · ICTUX, ICTVX diff. adviser | 6% | 1.66% | CCM Partners, LP. dba Shelton Capital Management |
| 5 | Vulcan Value Partners Small Cap Fund | 5% | — | — |
| 6 | LYRICAL INTERNATIONAL VALUE EQUITY FUND · LYRWX, LYRNX cheaper diff. adviser | 5% | 1.04% | Lyrical Asset Management LP |
| 7 | Centerstone Investors Fund · CENTX, CETAX, CENNX diff. adviser | 5% | 1.15% | Centerstone Investors, LLC |
| 8 | ICON HEALTH AND INFORMATION TECHNOLOGY FUND · ICTTX, ICTEX diff. adviser | 5% | 1.29% | CCM Partners, LP. dba Shelton Capital Management |
| 9 | The Gold Bullion Strategy Fund · QGLDX, QGLAX, QGLCX diff. adviser | 4% | 1.50% | Advisors Preferred, LLC |
| 10 | The Gold Bullion Strategy Portfolio diff. adviser | 4% | 1.63% | Advisors Preferred, LLC |
| 11 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 4% | 1.97% | RESQ Investment Partners, LLC |
| 12 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 4% | 0.13% | BlackRock Fund Advisors |
| 13 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX diff. adviser | 4% | 1.73% | Howard Capital Management, Inc. |
| 14 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX diff. adviser | 4% | 1.72% | Howard Capital Management, Inc. |
| 15 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX diff. adviser | 4% | 1.39% | Howard Capital Management, Inc. |
| 16 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 4% | 1.74% | Potomac Fund Management, Inc. |
| 17 | Potomac Tactical Rotation Fund · CRTBX, SDTRX diff. adviser | 4% | — | Potomac Fund Management, Inc. |
| 18 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 4% | 0.62% | Kingsbarn Capital Management, LLC |
| 19 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 4% | 1.97% | Howard Capital Management, Inc. |
| 20 | MKAM ETF · MKAM cheaper diff. adviser | 4% | 0.53% | Empowered Funds, LLC d/b/a EA Advisers |
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