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 | Monteagle Enhanced Equity Income Fund cheaper diff. adviser | 21% | 1.36% | Park Place Capital Corporation |
| 2 | Timber Point Alternative Income Fund · AAIFX, AIIFX cheaper | 21% | 2.02% | Timber Point Capital Management |
| 3 | Monetta Young Investor Growth Fund · MYIFX cheaper diff. adviser | 17% | 1.48% | Monetta Financial Services Inc |
| 4 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper diff. adviser | 16% | 1.41% | Westwood Management Corp. |
| 5 | Mohr Sector Nav ETF · SNAV cheaper | 16% | 1.59% | — |
| 6 | SSGA Growth ETF Portfolio cheaper diff. adviser | 16% | 0.50% | Brighthouse Investment Advisers, LLC |
| 7 | SSGA Growth and Income ETF Portfolio cheaper diff. adviser | 15% | 0.48% | Brighthouse Investment Advisers, LLC |
| 8 | Northern Trust US Equity ETF cheaper | 15% | 0.12% | — |
| 9 | Rule One Fund · RULRX, RULIX diff. adviser | 14% | 2.35% | Rule One Partners, LLC |
| 10 | IMS Capital Value Fund · IMSCX cheaper diff. adviser | 14% | 1.80% | IMS Capital Management, Inc. |
| 11 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 14% | 0.40% | Transamerica Asset Management, Inc. |
| 12 | Marsico Focus Fund · MFOCX, MIFOX cheaper diff. adviser | 13% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 13 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper diff. adviser | 13% | 0.59% | Natixis Advisors, LLC |
| 14 | Calamos Phineus Long/Short Fund · CPLSX, CPCLX, CPLIX cheaper diff. adviser | 13% | 2.05% | Calamos Advisors LLC |
| 15 | Loomis Sayles Growth Fund · LGRRX, LGRCX, LSGRX, LGRNX, LGRTX cheaper diff. adviser | 13% | 0.56% | Loomis, Sayles & Company, L.P. |
| 16 | Focused Appreciation Portfolio cheaper diff. adviser | 13% | 0.61% | Mason Street Advisors, LLC |
| 17 | Loomis Sayles Growth Portfolio cheaper diff. adviser | 13% | 0.55% | Brighthouse Investment Advisers, LLC |
| 18 | Manor Growth Fund · MNRGX cheaper diff. adviser | 13% | 0.99% | Smithbridge Asset Management, Inc |
| 19 | MML VIP Loomis Sayles Large Cap Growth Fund cheaper diff. adviser | 13% | 0.70% | MML Investment Advisers, LLC |
| 20 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 13% | 0.60% | First Trust Advisors L.P. |
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