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 | TCG Strategic Income Fund | 30% | — | — |
| 2 | Gladstone Alternative Income Fund | 12% | — | — |
| 3 | Upright Growth Fund · UPUPX diff. adviser | 12% | 2.45% | Upright Financial Corporation |
| 4 | CAIS Sports, Media and Entertainment Fund | 7% | — | — |
| 5 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX | 2% | 1.25% | Conestoga Capital Advisors, LLC |
| 6 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX diff. adviser | 2% | 1.09% | Systelligence, LLC |
| 7 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX diff. adviser | 1% | 1.08% | Systelligence, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.