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 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX | 22% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 2 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX | 20% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 3 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX | 19% | 1.97% | Howard Capital Management, Inc. |
| 4 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX | 18% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 5 | TFA Tactical Income Fund · TFAZX | 14% | 2.69% | Tactical Fund Advisors, LLC |
| 6 | Ocean Park Tactical Bond Fund | 13% | 1.61% | Ocean Park Asset Management, LLC |
| 7 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX | 10% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 8 | First Trust Multi Income Allocation Portfolio | 10% | 0.95% | First Trust Advisors L.P. |
| 9 | Tactical Income Fund · FLBDX, BNDIX, BNDAX | 9% | 1.32% | Meeder Asset Management, Inc. |
| 10 | FundX Flexible ETF · XFLX | 9% | 0.97% | — |
| 11 | Toews Unconstrained Income Fund · TUIFX | 8% | 1.48% | Toews Corporation |
| 12 | State Street(R)Income Allocation ETF · INKM cheaper | 7% | 0.50% | SSGA Funds Management, Inc. |
| 13 | Toews Tactical Income Fund · THHYX | 7% | 1.37% | Toews Corporation |
| 14 | Conservative Allocation Fund · FLRUX, IFAIX, IFAAX | 7% | 1.20% | Meeder Asset Management, Inc. |
| 15 | State Street Target Retirement 2025 Fund · SSBRX, SSBSX, SSAHX cheaper | 7% | 0.09% | SSGA Funds Management, Inc. |
| 16 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper | 7% | 0.09% | SSGA Funds Management, Inc. |
| 17 | State Street(R) Fixed Income Sector Rotation ETF · FISR cheaper | 6% | 0.50% | SSGA Funds Management, Inc. |
| 18 | State Street Target Retirement 2030 Fund · SSBWX, SSBYX, SSAJX cheaper | 6% | 0.09% | SSGA Funds Management, Inc. |
| 19 | Counterpoint High Yield Trend ETF · HYTR | 6% | 0.88% | Counterpoint Mutual Funds, LLC |
| 20 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX cheaper | 6% | 0.67% | SSGA Funds Management, Inc. |
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