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 Aggressive Growth Fund · LAWAX, LAWCX, LAGIX | 28% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 2 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX | 27% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 3 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX | 21% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 4 | PFG US Equity Index Fund | 20% | 2.00% | Pacific Financial Group, LLC |
| 5 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX | 20% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 6 | Bluemonte Dynamic Total Market ETF · BLUX | 15% | 0.25% | — |
| 7 | Bluemonte Global Equity ETF · BINT cheaper | 15% | 0.23% | — |
| 8 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX | 15% | 1.92% | Ocean Park Asset Management, LLC |
| 9 | EQ/JPMorgan Growth Allocation Portfolio | 15% | 0.95% | Equitable Investment Management Group, LLC |
| 10 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX | 15% | 1.78% | North Square Investments, LLC |
| 11 | Ocean Park Tactical Risk Spectrum 50 Fund | 15% | 1.69% | Ocean Park Asset Management, LLC |
| 12 | Ocean Park Tactical Risk Spectrum 70 Fund | 15% | 1.64% | Ocean Park Asset Management, LLC |
| 13 | Aptus Large Cap Enhanced Yield ETF · DUBS | 15% | 0.41% | Aptus Capital Advisors, LLC |
| 14 | Brookstone Active ETF | 15% | 0.99% | Brookstone Asset Management, LLC |
| 15 | Ocean Park Tactical Core Growth Fund | 15% | 1.24% | Ocean Park Asset Management, LLC |
| 16 | Roundhill S&P 500 No Dividend Target ETF · XDIV cheaper | 15% | 0.08% | Roundhill Financial Inc |
| 17 | Goldman Sachs U.S. Large Cap Buffer 1 ETF · GBXA | 15% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 18 | Goldman Sachs U.S. Large Cap Buffer 2 ETF · GBXB | 15% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 19 | Goldman Sachs U.S. Large Cap Buffer 3 ETF · GBXC | 15% | 0.50% | Goldman Sachs Asset Management, L.P. |
| 20 | Bluemonte Large Cap Core ETF · BLUC cheaper | 15% | 0.23% | — |
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