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 | Pinnacle Value Fund · PVFIX diff. adviser | 45% | 1.32% | Bertolet Capital, LLC |
| 2 | Rule One Fund · RULRX, RULIX diff. adviser | 43% | 2.35% | Rule One Partners, LLC |
| 3 | Align Alternative Access Fund | 41% | — | — |
| 4 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX cheaper diff. adviser | 15% | 0.44% | Curasset Capital Management, LLC |
| 5 | Curasset Capital Management Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper diff. adviser | 13% | 0.36% | Curasset Capital Management, LLC |
| 6 | Ancora Microcap Fund · ANCIX, ANCSX diff. adviser | 12% | 1.70% | Ancora Advisors LLC |
| 7 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 11% | 2.18% | Timber Point Capital Management |
| 8 | Monteagle Select Value Fund · MVEIX diff. adviser | 10% | 1.48% | Park Place Capital Corporation |
| 9 | Timber Point Alternative Income Fund · AAIFX, AIIFX diff. adviser | 10% | 2.02% | Timber Point Capital Management |
| 10 | SMI MULTI-STRATEGY FUND · SMILX diff. adviser | 8% | 1.71% | SMI Advisory Services, LLC |
| 11 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND · SMIDX diff. adviser | 8% | 1.59% | SMI Advisory Services, LLC |
| 12 | PMV Adaptive Risk Parity ETF · ARP diff. adviser | 8% | 1.42% | PMV Capital Advisers LLC |
| 13 | 3EDGE Dynamic Hard Assets ETF · EDGH cheaper | 8% | 1.01% | — |
| 14 | Changing Parameters Fund · CPMPX | 8% | 2.64% | — |
| 15 | M3Sixty Income and Opportunity Fund · HROAX, HIOIX diff. adviser | 7% | 2.03% | M3Sixty Capital, LLC |
| 16 | IMS Strategic Income Fund · IMSIX diff. adviser | 7% | 2.02% | IMS Capital Management, Inc. |
| 17 | Concorde Wealth Management Fund · CONWX diff. adviser | 5% | 1.80% | Concorde Financial Corp. |
| 18 | WesMark West Virginia Municipal Bond Fund · WMKMX diff. adviser | 4% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 19 | Philotimo Focused Growth & Income · PHLOX diff. adviser | 4% | 1.45% | KANEN WEALTH MANAGEMENT LLC |
| 20 | WesMark Small Company Fund · WMKSX diff. adviser | 4% | 1.23% | WESBANCO INVESTMENT DEPARTMENT |
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