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 cheaper | 84% | 0.83% | Systelligence, LLC |
| 2 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX | 80% | 1.08% | Systelligence, LLC |
| 3 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX cheaper | 71% | 0.82% | Systelligence, LLC |
| 4 | The E-Valuator Conservative (15%-30%) RMS Fund · EVCLX, EVFCX | 60% | 1.02% | Systelligence, LLC |
| 5 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX | 45% | 1.09% | Systelligence, LLC |
| 6 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX diff. adviser | 7% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 7 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX diff. adviser | 7% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 8 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX diff. adviser | 7% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 9 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX diff. adviser | 7% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 10 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX diff. adviser | 7% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 11 | Dga Core Plus Absolute Return ETF · HF | 6% | 1.70% | — |
| 12 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 6% | 0.48% | AssetMark Inc. |
| 13 | Warren Street Global Equity ETF · WSGE cheaper | 5% | 0.80% | — |
| 14 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper diff. adviser | 5% | 0.35% | AssetMark Inc. |
| 15 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 5% | 0.40% | AssetMark Inc. |
| 16 | Symmetry Panoramic Global Equity Fund · SPGEX cheaper diff. adviser | 4% | 0.77% | Symmetry Partners, LLC |
| 17 | BlackRock 40/60 Target Allocation Fund cheaper diff. adviser | 4% | 0.32% | BlackRock Advisors, LLC |
| 18 | BlackRock 20/80 Target Allocation Fund cheaper diff. adviser | 4% | 0.31% | BlackRock Advisors, LLC |
| 19 | 1290 VT Moderate Growth Allocation Portfolio cheaper diff. adviser | 4% | 0.85% | Equitable Investment Management Group, LLC |
| 20 | FundX Aggressive ETF · XNAV | 4% | 1.27% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.