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 | Archer Balanced Fund · ARCHX | 22% | 1.21% | Archer Investment Corp. |
| 2 | Vest Bitcoin Strategy Managed Volitility Fund · BTCLX, BTCYX, BTCVX, BTCRX cheaper diff. adviser | 13% | 0.49% | VEST FINANCIAL LLC |
| 3 | EuroPac International Dividend Income Fund · EPDPX, EPDIX diff. adviser | 11% | 1.25% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 4 | The Adirondack Small Cap Fund · ADKSX diff. adviser | 11% | 1.48% | Adirondack Research & Management, Inc. |
| 5 | EuroPac International Bond · EPIBX, EPBIX cheaper diff. adviser | 8% | 0.92% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 6 | EP Emerging Markets Fund · EPASX, EPEIX diff. adviser | 8% | 1.52% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 7 | EuroPac International Value Fund · EPIVX, EPVIX diff. adviser | 8% | 1.46% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 8 | EuroPac Gold Fund · EPGFX, EPGIX diff. adviser | 5% | 1.08% | EURO PACIFIC ASSET MANAGEMENT, LLC |
| 9 | AVE MARIA VALUE FOCUSED FUND · AVERX diff. adviser | 5% | 1.26% | Schwartz Investment Counsel, Inc. |
| 10 | Archer Dividend Growth Fund · ARDGX cheaper | 4% | 0.99% | Archer Investment Corp. |
| 11 | RMB Quality Intermediate Core Fund · RMBQX cheaper diff. adviser | 4% | 0.35% | Curi RMB Capital, LLC |
| 12 | MML VIP Fidelity Institutional AM Core Plus Bond Fund cheaper diff. adviser | 4% | 0.63% | MML Investment Advisers, LLC |
| 13 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 4% | 0.10% | The Vanguard Group, Inc. |
| 14 | VictoryShares Core Intermediate Bond ETF · UITB cheaper diff. adviser | 4% | 0.38% | Victory Capital Management Inc. |
| 15 | CRAWFORD MULTI-ASSET INCOME FUND · CMALX cheaper diff. adviser | 4% | 0.99% | Crawford Investment Counsel Inc |
| 16 | CRM LONG/SHORT OPPORTUNITIES · CRIHX diff. adviser | 4% | 1.77% | Cramer Rosenthal McGlynn, LLC |
| 17 | MOA INTERMEDIATE BOND FUND cheaper diff. adviser | 4% | 0.47% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 3% | 0.03% | SSGA Funds Management, Inc. |
| 19 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 3% | 0.03% | The Vanguard Group, Inc. |
| 20 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 3% | 0.03% | Charles Schwab Investment Management, Inc. |
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