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 | Direxion Monthly 7-10 Year Treasury Bull 1.75X Fund · DXKLX | 8% | 1.47% | RAFFERTY ASSET MANAGEMENT, LLC |
| 2 | Direxion Monthly Small Cap Bull 1.75X Fund · DXRLX | 8% | 1.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 3 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX | 8% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 4 | Direxion Monthly S&P 500 Bull 1.75X Fund · DXSLX | 8% | 1.49% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX | 8% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 6 | Perritt MicroCap Opportunities Fund · PRCGX | 8% | 1.73% | Perritt Capital Management, Inc. |
| 7 | Boston Partners Emerging Markets Dynamic Equity Fund · BELSX | 8% | 1.48% | Boston Partners Global Investors, Inc. |
| 8 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX | 8% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX | 8% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 10 | Abbey Capital Multi-Asset Fund · MAFAX, MAFCX, MAFIX | 8% | 1.80% | Abbey Capital Limited |
| 11 | SanJac Alpha Core Plus Bond ETF · SJCP | 8% | 0.65% | SanJac Alpha LP |
| 12 | Akre Focus ETF · AKRE | 8% | 0.98% | — |
| 13 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX | 8% | 1.76% | Campbell & Company Investment Adviser LLC |
| 14 | Janus Henderson B-BBB CLO ETF · JBBB cheaper | 7% | 0.47% | Janus Henderson Investors US LLC |
| 15 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX | 7% | 1.79% | Abbey Capital Limited |
| 16 | WPG Partners Select Small Cap Value Fund · WPGSX | 6% | 1.10% | Boston Partners Global Investors, Inc. |
| 17 | Equable Shares Hedged Equity ETF · HEDG | 5% | 0.96% | Teramo Advisors, LLC |
| 18 | iShares BBB-B CLO Active ETF cheaper | 5% | 0.45% | BlackRock Fund Advisors |
| 19 | Alexis Practical Tactical ETF · LEXI | 5% | 1.00% | Alexis Investment Partners, LLC |
| 20 | Adara Smaller Companies Fund | 4% | 0.80% | Altair Advisers LLC |
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