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 | CrossingBridge Ultra-Short Duration Fund · CBUDX | 32% | 0.92% | — |
| 2 | RiverPark Strategic Income Fund · RSIIX, RSIVX | 31% | 1.00% | — |
| 3 | CrossingBridge Responsible Credit Fund · CBRDX | 30% | 0.90% | — |
| 4 | CrossingBridge Nordic High Income Bond Fund · NRDCX | 21% | 0.97% | — |
| 5 | Destinations Low Duration Fixed Income Fund · DLDFX, DLDZX cheaper | 17% | 0.79% | Brinker Capital Investments, LLC |
| 6 | CrossingBridge Pre-Merger SPAC ETF · CUSD cheaper | 13% | 0.81% | — |
| 7 | RIVERPARK SHORT TERM HIGH YIELD FUND · RPHYX, RPHIX | 9% | 0.96% | RiverPark Advisors, LLC |
| 8 | LHA Risk-Managed Income ETF · RMIF | 8% | 1.68% | Little Harbor Advisors, LLC |
| 9 | Hennessy Focus Fund · HFCSX, HFCIX | 8% | 1.10% | Hennessy Advisors Inc. |
| 10 | Catalyst Systematic Alpha Fund · ATRAX, ATRCX, ATRFX | 8% | 1.85% | — |
| 11 | LHA Market State Tactical Q ETF · MSTQ | 7% | 1.59% | Little Harbor Advisors, LLC |
| 12 | Hennessy Midstream Fund · HMSFX, HMSIX | 7% | 1.45% | Hennessy Advisors Inc. |
| 13 | Cambria Value and Momentum ETF · VAMO cheaper | 7% | 0.65% | Cambria Investment Management, L.P. |
| 14 | LHA Market State Tactical Beta ETF · MSTB | 7% | 1.40% | Little Harbor Advisors, LLC |
| 15 | AlphaCentric Real Income Fund · SIIIX, SIIAX, SIICX | 7% | 1.51% | AlphaCentric Advisors LLC |
| 16 | Virtus Westchester Credit Event Fund · WCFIX, WCFRX | 7% | 1.58% | Virtus Investment Advisers, LLC |
| 17 | Catalyst Insider Income Fund · IIXAX, IIXCX, IIXIX cheaper | 6% | 0.76% | — |
| 18 | Destinations Global Fixed Income Opportunities Fund · DGFFX, DGFZX | 6% | 0.88% | Brinker Capital Investments, LLC |
| 19 | NXG NextGen Infrastructure Income Fund | 6% | — | — |
| 20 | JNL/Westchester Capital Event Driven Fund | 6% | 1.65% | Jackson National Asset Management, LLC |
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