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 | Timber Point Global Allocations Fund · CGHAX, CGHIX | 21% | 2.18% | Timber Point Capital Management |
| 2 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX cheaper diff. adviser | 18% | 0.67% | SSGA Funds Management, Inc. |
| 3 | State Street(R) Global Allocation ETF · GAL cheaper diff. adviser | 14% | 0.35% | SSGA Funds Management, Inc. |
| 4 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX cheaper diff. adviser | 12% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 5 | Bluemonte Core Bond ETF · BDBT cheaper | 12% | 0.23% | — |
| 6 | Brookstone Active ETF cheaper diff. adviser | 11% | 0.99% | Brookstone Asset Management, LLC |
| 7 | Horizon Core Bond ETF · BNDY cheaper diff. adviser | 11% | 0.66% | HORIZON INVESTMENTS LLC. |
| 8 | WAVELENGTH FUND · WAVLX cheaper diff. adviser | 11% | 1.26% | Wavelength Capital Management, LLC |
| 9 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper diff. adviser | 11% | 1.18% | HORIZON INVESTMENTS LLC. |
| 10 | Align Alternative Access Fund | 10% | — | — |
| 11 | Monteagle Select Value Fund · MVEIX cheaper diff. adviser | 10% | 1.48% | Park Place Capital Corporation |
| 12 | Pinnacle Value Fund · PVFIX cheaper diff. adviser | 10% | 1.32% | Bertolet Capital, LLC |
| 13 | APPLESEED FUND · APPLX, APPIX cheaper diff. adviser | 10% | 1.02% | Pekin Hardy Strauss Inc |
| 14 | Ancora Microcap Fund · ANCIX, ANCSX cheaper diff. adviser | 10% | 1.70% | Ancora Advisors LLC |
| 15 | Rule One Fund · RULRX, RULIX diff. adviser | 10% | 2.35% | Rule One Partners, LLC |
| 16 | Curasset Capital Management Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper diff. adviser | 10% | 0.36% | Curasset Capital Management, LLC |
| 17 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX cheaper diff. adviser | 10% | 0.44% | Curasset Capital Management, LLC |
| 18 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX cheaper diff. adviser | 10% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 19 | LHA Risk-Managed Income ETF · RMIF cheaper diff. adviser | 9% | 1.68% | Little Harbor Advisors, LLC |
| 20 | Foliobeyond Enhanced Fixed Income Premium ETF · FIXP cheaper | 9% | 1.01% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.