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 Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper | 46% | 0.36% | Curasset Capital Management, LLC |
| 2 | Ultra Short Government Fund · SAFEX cheaper diff. adviser | 17% | 0.33% | Weitz Investment Management, Inc. |
| 3 | Align Alternative Access Fund | 15% | — | — |
| 4 | Pinnacle Value Fund · PVFIX diff. adviser | 15% | 1.32% | Bertolet Capital, LLC |
| 5 | APPLESEED FUND · APPLX, APPIX diff. adviser | 15% | 1.02% | Pekin Hardy Strauss Inc |
| 6 | Rule One Fund · RULRX, RULIX diff. adviser | 15% | 2.35% | Rule One Partners, LLC |
| 7 | Global X Short-Term Treasury Ladder ETF · SLDR cheaper diff. adviser | 14% | 0.12% | Global X Management Company LLC |
| 8 | BondBloxx Bloomberg One Year Target Duration US Treasury ETF · XONE cheaper diff. adviser | 12% | 0.03% | BondBloxx Investment Management Corporation |
| 9 | Ancora Microcap Fund · ANCIX, ANCSX diff. adviser | 12% | 1.70% | Ancora Advisors LLC |
| 10 | Baird Ultra Short Bond Fund · BUBIX, BUBSX cheaper diff. adviser | 11% | 0.15% | Robert W. Baird & Co. Incorporated |
| 11 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 11% | 2.18% | Timber Point Capital Management |
| 12 | Monteagle Select Value Fund · MVEIX diff. adviser | 10% | 1.48% | Park Place Capital Corporation |
| 13 | Timber Point Alternative Income Fund · AAIFX, AIIFX diff. adviser | 10% | 2.02% | Timber Point Capital Management |
| 14 | iShares iBonds Dec 2027 Term Treasury ETF · IBTH cheaper diff. adviser | 9% | 0.07% | BlackRock Fund Advisors |
| 15 | Changing Parameters Fund · CPMPX | 8% | 2.64% | — |
| 16 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 8% | 0.06% | DBX Advisors LLC |
| 17 | iShares iBonds Dec 2026 Term Treasury ETF · IBTG cheaper diff. adviser | 8% | 0.07% | BlackRock Fund Advisors |
| 18 | VANGUARD ULTRA-SHORT TREASURY ETF · VGUS cheaper diff. adviser | 8% | 0.07% | The Vanguard Group, Inc. |
| 19 | Parametric Commodity Strategy Fund · EIPCX, EAPCX diff. adviser | 8% | 0.67% | Eaton Vance Management |
| 20 | M3Sixty Income and Opportunity Fund · HROAX, HIOIX diff. adviser | 7% | 2.03% | M3Sixty Capital, LLC |
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