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 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 21% | 1.13% | IDX Advisors, LLC |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 18% | 2.03% | AC FUNDS LLC |
| 3 | GuidePath Income Fund · GPINX cheaper diff. adviser | 18% | 1.01% | AssetMark Inc. |
| 4 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX cheaper diff. adviser | 18% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 5 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 17% | 0.13% | BlackRock Fund Advisors |
| 6 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX cheaper diff. adviser | 16% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 7 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 16% | 0.47% | Madison Asset Management, LLC |
| 8 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper diff. adviser | 15% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | WAVELENGTH FUND · WAVLX diff. adviser | 14% | 1.26% | Wavelength Capital Management, LLC |
| 10 | Chesapeake Trend-Following Fixed Income ETF · TFFI cheaper | 14% | 1.01% | — |
| 11 | FundX Flexible ETF · XFLX cheaper | 14% | 0.97% | — |
| 12 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 14% | 0.44% | Madison Asset Management, LLC |
| 13 | Cambria Global Asset Allocation ETF · GAA cheaper diff. adviser | 13% | 0.40% | Cambria Investment Management, L.P. |
| 14 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 12% | 0.51% | Madison Asset Management, LLC |
| 15 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX diff. adviser | 12% | 1.45% | Ocean Park Asset Management, LLC |
| 16 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX cheaper | 12% | 1.12% | HORIZON INVESTMENTS LLC. |
| 17 | Beacon Dynamic Allocation Fund | 12% | 1.70% | — |
| 18 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX cheaper diff. adviser | 12% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 19 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 11% | 0.31% | Valmark Advisers, Inc. |
| 20 | Timber Point Alternative Income Fund · AAIFX, AIIFX diff. adviser | 11% | 2.02% | Timber Point Capital Management |
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