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 | Advisors Capital Growth Fund · ACGRX | 47% | 1.96% | AC FUNDS LLC |
| 2 | Brookstone Active ETF | 30% | 0.99% | Brookstone Asset Management, LLC |
| 3 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX | 22% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 4 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX | 21% | 1.15% | HORIZON INVESTMENTS LLC. |
| 5 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX | 21% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 6 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX | 17% | 1.21% | HORIZON INVESTMENTS LLC. |
| 7 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX | 17% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 8 | Leadershares Equity Skew ETF | 16% | 0.84% | Redwood Investment Management, LLC |
| 9 | Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) · SRGAX, SRGCX, SRGIX | 13% | 1.31% | Stringer Asset Management, LLC |
| 10 | PFG US Equity Index Fund | 13% | 2.00% | Pacific Financial Group, LLC |
| 11 | PSF Avantis Balanced Allocation Portfolio | 13% | 0.45% | Pacific Life Fund Advisors LLC |
| 12 | FundX ETF · XCOR | 12% | 1.15% | — |
| 13 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX | 11% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 14 | Dynamic Alpha Macro Fund | 11% | 1.81% | — |
| 15 | Bluemonte Dynamic Total Market ETF · BLUX | 9% | 0.25% | — |
| 16 | Bluemonte Global Equity ETF · BINT cheaper | 9% | 0.23% | — |
| 17 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX | 9% | 1.92% | Ocean Park Asset Management, LLC |
| 18 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 9% | 1.49% | — |
| 19 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX | 9% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 20 | EQ/JPMorgan Growth Allocation Portfolio | 9% | 0.95% | Equitable Investment Management Group, LLC |
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