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 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper diff. adviser | 37% | 1.41% | Westwood Management Corp. |
| 2 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX diff. adviser | 31% | 2.14% | Anchor Capital Management Group, Inc. |
| 3 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX | 30% | 1.78% | North Square Investments, LLC |
| 4 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 28% | 0.32% | Lincoln Financial Investments Corporation |
| 5 | Advisors Capital Active All Cap Fund · ACALX diff. adviser | 28% | 1.91% | AC FUNDS LLC |
| 6 | RH Tactical Rotation ETF · RHRX cheaper diff. adviser | 28% | 1.38% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 7 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX | 27% | 1.58% | — |
| 8 | DGI BALANCED FUND · DGIBX, DGITX, DGINX diff. adviser | 26% | 1.45% | ORIENTAL TRUST |
| 9 | Advisors Capital Growth Fund · ACGRX diff. adviser | 25% | 1.96% | AC FUNDS LLC |
| 10 | PFG Global Equity Index Fund diff. adviser | 25% | 1.99% | Pacific Financial Group, LLC |
| 11 | RH Tactical Outlook ETF · RHTX diff. adviser | 23% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 12 | Adaptive Hedged Multi-Asset Income ETF · AMAX cheaper diff. adviser | 22% | 1.36% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 13 | Teberg Fund · TEBRX, ABSTX diff. adviser | 21% | 2.03% | Absolute Capital Management, LLC |
| 14 | LHA Market State Tactical Q ETF · MSTQ diff. adviser | 21% | 1.59% | Little Harbor Advisors, LLC |
| 15 | Bluemonte Large Cap Core ETF · BLUC cheaper | 20% | 0.23% | — |
| 16 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX diff. adviser | 19% | 1.73% | Howard Capital Management, Inc. |
| 17 | LHA Market State Tactical Beta ETF · MSTB cheaper diff. adviser | 19% | 1.40% | Little Harbor Advisors, LLC |
| 18 | ClearShares OCIO ETF · OCIO cheaper diff. adviser | 19% | 0.65% | ClearShares LLC |
| 19 | Rational/RGN Hedged Equity Fund · RNECX, RNEIX, RNEAX diff. adviser | 18% | 2.08% | Rational Advisors, Inc. |
| 20 | Dga Core Plus Absolute Return ETF · HF | 18% | 1.70% | — |
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