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 | The E-Valuator Growth (70%-85%) RMS Fund · EVGLX, EVGRX | 86% | 0.83% | Systelligence, LLC |
| 2 | The E-Valuator Moderate (50%-70%) RMS Fund · EVMLX, EVFMX | 71% | 0.86% | Systelligence, LLC |
| 3 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX | 50% | 1.08% | Systelligence, LLC |
| 4 | The E-Valuator Conservative (15%-30%) RMS Fund · EVCLX, EVFCX | 31% | 1.02% | Systelligence, LLC |
| 5 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX | 16% | 1.09% | Systelligence, LLC |
| 6 | Dga Core Plus Absolute Return ETF · HF | 8% | 1.70% | — |
| 7 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX diff. adviser | 7% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 8 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX diff. adviser | 7% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 9 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX diff. adviser | 7% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 10 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX diff. adviser | 7% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 11 | Warren Street Global Equity ETF · WSGE cheaper | 7% | 0.80% | — |
| 12 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 6% | 0.48% | AssetMark Inc. |
| 13 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX diff. adviser | 6% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 14 | FundX Aggressive ETF · XNAV | 5% | 1.27% | — |
| 15 | American Funds 2040 Target Date Retirement Fund · AAGTX, RAKTX, RBKTX, RCKTX, RDGTX, REGTX, RFGTX, CCGTX, FAUTX, FBGTX, RBEKX, RHGTX, FCGTX, TDFOX cheaper diff. adviser | 5% | 0.36% | Capital Research and Management Company |
| 16 | American Funds 2045 Target Date Retirement Fund · AAHTX, RAHTX, RBHTX, RCHTX, RDHTX, REHTX, RFHTX, CCHTX, FATTX, FBHTX, RBHHX, RHHTX, FCHTX, TDFUX cheaper diff. adviser | 5% | 0.37% | Capital Research and Management Company |
| 17 | American Funds 2050 Target Date Retirement Fund · AALTX, RAITX, RBITX, RCITX, RDITX, REITX, RFITX, CCITX, FAITX, FBITX, RBHEX, RHITX, DITFX, TDFYX cheaper diff. adviser | 5% | 0.37% | Capital Research and Management Company |
| 18 | American Funds 2055 Target Date Retirement Fund · AAMTX, RAMTX, RBMTX, RCMTX, RDJTX, REKTX, RFKTX, CCJTX, FAJTX, FBJTX, RBEMX, RHJTX, FCJTX, TDFWX cheaper diff. adviser | 5% | 0.38% | Capital Research and Management Company |
| 19 | American Funds Growth Portfolio · RGWFX, RGWGX, GWPAX, GWPCX, GWPFX, GWPEX, CGPAX, CGPCX, CGPEX, CGPFX, RGWAX, RGWBX, RGPCX, RGWEX, RBGEX, RGSFX, GWPDX, TPGTX, TGGPX, CGQGX, FPGGX, CGRGX, FGPGX cheaper diff. adviser | 5% | 0.38% | Capital Research and Management Company |
| 20 | American Funds Global Growth Portfolio · PGGAX, GGPCX, PGGFX, PGWFX, CPGAX, CPGCX, CGGEX, CGGFX, RGGAX, RGGBX, RGLCX, RGGEX, RGGFX, RGGGX, REBGX, RGTFX, PGXFX, TGPPX, TPGGX, CGGGX, FGGPX, FGPPX, CGHGX cheaper diff. adviser | 5% | 0.45% | Capital Research and Management Company |
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