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 | WBI BullBear Quality 3000 ETF · WBIL diff. adviser | 16% | 1.55% | Millington Securities LLC |
| 2 | WBI BullBear Value 3000 ETF · WBIF diff. adviser | 6% | 1.65% | Millington Securities LLC |
| 3 | Jackson Square Large-Cap Growth Fund · JSPJX, JSPIX, DPLGX cheaper diff. adviser | 5% | 0.64% | Jackson Square Partners, LLC |
| 4 | Coho Relative Value Equity Fund · COHIX, COHOX | 4% | 0.79% | Coho Partners Ltd. |
| 5 | Penn Capital Short Duration High Income Fund · PSHNX cheaper diff. adviser | 4% | 0.54% | Penn Capital Management Company, LLC |
| 6 | WBI BullBear Yield 3000 ETF · WBIG diff. adviser | 2% | 1.59% | Millington Securities LLC |
| 7 | Penn Capital Special Situations Small Cap Equity Fund · PSCNX, PSCQX diff. adviser | 1% | 1.09% | Penn Capital Management Company, LLC |
| 8 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 1% | 0.97% | Millington Securities LLC |
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