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 | ABSOLUTE FLEXIBLE FUND · FLXIX | 25% | 1.52% | Absolute Investment Advisers LLC |
| 2 | American Beacon SSI Alternative Income Fund · SSIJX, PSCIX, PSCAX cheaper diff. adviser | 23% | 1.35% | American Beacon Advisors, Inc. |
| 3 | iShares Convertible Bond ETF · ICVT cheaper diff. adviser | 21% | 0.20% | BlackRock Fund Advisors |
| 4 | WESTWOOD ALTERNATIVE INCOME FUND · WMNUX, WMNIX, WMNAX, WWACX cheaper diff. adviser | 20% | 0.76% | Westwood Management Corp. |
| 5 | 1290 VT Convertible Securities Portfolio cheaper diff. adviser | 20% | 0.65% | Equitable Investment Management Group, LLC |
| 6 | State Street(R) SPDR(R) Bloomberg Convertible Securities ETF · CWB cheaper diff. adviser | 20% | 0.40% | SSGA Funds Management, Inc. |
| 7 | NYLI MacKay Convertible Fund · MCOAX, MCSVX, MCCVX, MCINX, MCNVX cheaper diff. adviser | 19% | 0.59% | New York Life Investment Management LLC |
| 8 | NYLI VP MacKay Convertible Portfolio cheaper diff. adviser | 18% | 0.57% | New York Life Investment Management LLC |
| 9 | Catalyst/Aspect Enhanced Multi-Asset Fund · CASIX, CASAX, CASCX | 18% | 2.04% | — |
| 10 | Catalyst/Welton Advantage Multi-Strategy Fund · CWEAX, CWECX, CWEIX | 18% | 2.02% | — |
| 11 | Destiny Tech100 Inc. | 18% | — | — |
| 12 | Catalyst/Perini Strategic Income Fund | 18% | — | — |
| 13 | Oaktree Asset-Backed Income Private Placement Fund Inc. | 18% | — | — |
| 14 | Catalyst Systematic Alpha Fund · ATRAX, ATRCX, ATRFX | 18% | 1.85% | — |
| 15 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 18% | 2.03% | AlphaCentric Advisors LLC |
| 16 | Cambria Cannabis ETF · TOKE cheaper diff. adviser | 18% | 0.44% | Cambria Investment Management, L.P. |
| 17 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX diff. adviser | 18% | 1.78% | North Square Investments, LLC |
| 18 | AlphaCentric Real Income Fund · SIIIX, SIIAX, SIICX diff. adviser | 18% | 1.51% | AlphaCentric Advisors LLC |
| 19 | WESTWOOD QUALITY ALLCAP FUND · WQAUX, WQAIX cheaper diff. adviser | 18% | 0.45% | Westwood Management Corp. |
| 20 | Valkyrie Bitcoin and Ether Strategy ETF · BTF cheaper | 18% | 1.27% | — |
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