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 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX | 46% | 0.44% | Curasset Capital Management, LLC |
| 2 | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · XTEN cheaper diff. adviser | 15% | 0.08% | BondBloxx Investment Management Corporation |
| 3 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Intermediate Treasury Bond Index Fund · FUAMX cheaper diff. adviser | 14% | 0.03% | Fidelity Management & Research Company LLC |
| 5 | Global X Intermediate-Term Treasury Ladder ETF · MLDR cheaper diff. adviser | 13% | 0.12% | Global X Management Company LLC |
| 6 | VANGUARD INTERMEDIATE-TERM TREASURY FUND · VFITX, VFIUX cheaper diff. adviser | 13% | 0.10% | The Vanguard Group, Inc. |
| 7 | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · XSVN cheaper diff. adviser | 13% | 0.05% | BondBloxx Investment Management Corporation |
| 8 | Align Alternative Access Fund | 13% | — | — |
| 9 | Pinnacle Value Fund · PVFIX diff. adviser | 13% | 1.32% | Bertolet Capital, LLC |
| 10 | APPLESEED FUND · APPLX, APPIX diff. adviser | 13% | 1.02% | Pekin Hardy Strauss Inc |
| 11 | Rule One Fund · RULRX, RULIX diff. adviser | 13% | 2.35% | Rule One Partners, LLC |
| 12 | T. Rowe Price U.S. Treasury Long-Term Index Fund · PRULX, PRUUX, TRZUX cheaper diff. adviser | 13% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Fidelity Series Government Bond Index Fund · FHNFX cheaper diff. adviser | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF · SPTI cheaper diff. adviser | 12% | 0.03% | SSGA Funds Management, Inc. |
| 15 | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND · VSIGX, VIIGX, VGIT cheaper diff. adviser | 12% | 0.03% | The Vanguard Group, Inc. |
| 16 | Schwab Intermediate-Term U.S. Treasury ETF · SCHR cheaper diff. adviser | 12% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND · VBIIX, VBILX, VBIMX, BIV, VBIUX cheaper diff. adviser | 12% | 0.02% | The Vanguard Group, Inc. |
| 18 | Ancora Microcap Fund · ANCIX, ANCSX diff. adviser | 12% | 1.70% | Ancora Advisors LLC |
| 19 | JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF · BBIB cheaper diff. adviser | 12% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 20 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 11% | 2.18% | Timber Point Capital Management |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.