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 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper diff. adviser | 52% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 2 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX diff. adviser | 30% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 3 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX cheaper diff. adviser | 29% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 4 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX diff. adviser | 28% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX cheaper diff. adviser | 20% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX diff. adviser | 20% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 7 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX diff. adviser | 17% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 8 | SanJac Alpha Core Plus Bond ETF · SJCP cheaper diff. adviser | 12% | 0.65% | SanJac Alpha LP |
| 9 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX diff. adviser | 11% | 1.80% | Abbey Capital Limited |
| 10 | Perritt MicroCap Opportunities Fund · PRCGX diff. adviser | 9% | 1.73% | Perritt Capital Management, Inc. |
| 11 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 9% | 1.76% | Campbell & Company Investment Adviser LLC |
| 12 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 8% | 1.79% | Abbey Capital Limited |
| 13 | Akre Focus ETF · AKRE cheaper | 8% | 0.98% | — |
| 14 | ARK 21Shares Active Bitcoin Futures Strategy ETF · ARKA cheaper | 8% | 0.70% | — |
| 15 | Eldridge BBB-B CLO ETF · CLOZ cheaper | 8% | 0.50% | — |
| 16 | Equable Shares Hedged Equity Fund · EQHEX cheaper diff. adviser | 8% | 1.18% | Teramo Advisors, LLC |
| 17 | Akre Focus Fund · AKREX, AKRIX, AKRSX cheaper | 6% | 0.98% | — |
| 18 | WPG Partners Select Hedged Fund · WPGHX | 6% | 2.91% | Boston Partners Global Investors, Inc. |
| 19 | Equable Shares Hedged Equity ETF · HEDG cheaper diff. adviser | 6% | 0.96% | Teramo Advisors, LLC |
| 20 | WPG Partners Select Small Cap Value Fund · WPGSX cheaper | 6% | 1.10% | Boston Partners Global Investors, Inc. |
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