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 | Ocean Park Tactical Bond Fund cheaper | 31% | 1.61% | Ocean Park Asset Management, LLC |
| 2 | Redwood Managed Volatility Fund · RWDIX, RWDNX, RWDYX cheaper | 19% | 2.20% | Redwood Investment Management, LLC |
| 3 | Align Alternative Access Fund | 8% | — | — |
| 4 | Monteagle Select Value Fund · MVEIX cheaper | 8% | 1.48% | Park Place Capital Corporation |
| 5 | Pinnacle Value Fund · PVFIX cheaper | 8% | 1.32% | Bertolet Capital, LLC |
| 6 | APPLESEED FUND · APPLX, APPIX cheaper | 8% | 1.02% | Pekin Hardy Strauss Inc |
| 7 | Ancora Microcap Fund · ANCIX, ANCSX cheaper | 8% | 1.70% | Ancora Advisors LLC |
| 8 | Timber Point Alternative Income Fund · AAIFX, AIIFX cheaper | 8% | 2.02% | Timber Point Capital Management |
| 9 | Timber Point Global Allocations Fund · CGHAX, CGHIX cheaper | 8% | 2.18% | Timber Point Capital Management |
| 10 | Rule One Fund · RULRX, RULIX cheaper | 8% | 2.35% | Rule One Partners, LLC |
| 11 | Curasset Capital Management Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper | 8% | 0.36% | Curasset Capital Management, LLC |
| 12 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX cheaper | 8% | 0.44% | Curasset Capital Management, LLC |
| 13 | Ocean Park Tactical Municipal Fund · STMYX, STMKX, STMEX, STMNX, STMHX cheaper | 8% | 1.50% | Ocean Park Asset Management, LLC |
| 14 | M3Sixty Income and Opportunity Fund · HROAX, HIOIX cheaper | 7% | 2.03% | M3Sixty Capital, LLC |
| 15 | IMS Strategic Income Fund · IMSIX cheaper | 7% | 2.02% | IMS Capital Management, Inc. |
| 16 | PIMCO Emerging Markets Full Spectrum Bond Fund · PFSIX cheaper | 5% | 1.25% | Pacific Investment Management Company LLC |
| 17 | WesMark West Virginia Municipal Bond Fund · WMKMX cheaper | 4% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 18 | Philotimo Focused Growth & Income · PHLOX cheaper | 4% | 1.45% | KANEN WEALTH MANAGEMENT LLC |
| 19 | WesMark Small Company Fund · WMKSX cheaper | 4% | 1.23% | WESBANCO INVESTMENT DEPARTMENT |
| 20 | COMMONWEALTH REAL ESTATE SECURITIES FUND · CNREX cheaper | 3% | 2.63% | FCA Corp |
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