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 | TrueShares Structured Outcome (September) ETF cheaper diff. adviser | 84% | 0.80% | TrueMark Investments, LLC |
| 2 | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 7% | — | — |
| 3 | Zero Coupon 2025 Fund · BTTRX, ACTVX cheaper | 6% | 0.55% | — |
| 4 | Goose Hollow Multi-Strategy Income ETF · GHMS | 5% | 1.42% | — |
| 5 | BNY Mellon U.S. Mortgage Fund, Inc. · DRGMX, GPGAX, GPNCX, GPNYX, GPNIX cheaper | 4% | 0.55% | — |
| 6 | BNY Mellon Bond Market Index Fund · DBMIX, DBIRX cheaper | 4% | 0.15% | BNY Mellon Investment Adviser, Inc. |
| 7 | Scharf Fund · LOGIX, LOGRX cheaper | 3% | 0.89% | — |
| 8 | BNY Mellon Short-Term U.S. Government Securities Fund · MPSUX, MISTX cheaper | 3% | 0.50% | — |
| 9 | DWS Global Income Builder Fund · KTRAX, KTRCX, KTRSX, KTRIX, KTRZX cheaper diff. adviser | 3% | 0.56% | DWS Investment Management Americas, Inc. |
| 10 | BNY Mellon Income Stock Fund · MPISX, MIISX, BMIYX, BMIAX, BMISX, BMIIX cheaper | 2% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 11 | BNY Mellon Core Plus Fund · DCPAX, DCPCX, DCPIX, DCPYX cheaper | 2% | 0.39% | BNY Mellon Investment Adviser, Inc. |
| 12 | Virtus AlphaSimplex Global Macro ETF | 2% | — | — |
| 13 | Virtus AlphaSimplex Managed Futures ETF · ASMF cheaper diff. adviser | 2% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 14 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 1% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 15 | BNY Mellon Global Dynamic Bond Income Fund · DGDAX, DGDCX, DGDIX, DGDYX cheaper | 1% | 0.65% | BNY Mellon Investment Adviser, Inc. |
| 16 | BNY Mellon Global Equity Income Fund · DEQAX, DEQCX, DQEIX, DEQYX cheaper | 1% | 0.92% | BNY Mellon Investment Adviser, Inc. |
| 17 | CALAMOS GLOBAL TOTAL RETURN FUND | 1% | — | — |
| 18 | Calamos Global Dynamic Income Fund | 1% | — | — |
| 19 | BNY Mellon Global Real Return Fund · DRRAX, DRRCX, DRRIX, DRRYX cheaper | 1% | 0.87% | BNY Mellon Investment Adviser, Inc. |
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