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 Conservative (15%-30%) RMS Fund · EVCLX, EVFCX cheaper | 84% | 1.02% | Systelligence, LLC |
| 2 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX cheaper | 66% | 1.08% | Systelligence, LLC |
| 3 | The E-Valuator Moderate (50%-70%) RMS Fund · EVMLX, EVFMX cheaper | 45% | 0.86% | Systelligence, LLC |
| 4 | The E-Valuator Growth (70%-85%) RMS Fund · EVGLX, EVGRX cheaper | 29% | 0.83% | Systelligence, LLC |
| 5 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX cheaper | 16% | 0.82% | Systelligence, LLC |
| 6 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 11% | 0.60% | WisdomTree Asset Management, Inc. |
| 7 | Cambria Fixed Income Trend ETF · CFIT cheaper diff. adviser | 10% | 0.50% | Cambria Investment Management, L.P. |
| 8 | 1290 Multi-Alternative Strategies Fund · TNMAX, TNMIX, TNMRX diff. adviser | 9% | 1.28% | Equitable Investment Management, LLC |
| 9 | 1290 VT Multi-Alternative Strategies Portfolio diff. adviser | 9% | 1.29% | Equitable Investment Management Group, LLC |
| 10 | Schwab Monthly Income Fund - Flexible Payout · SWKRX cheaper diff. adviser | 9% | 0.19% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab Monthly Income Fund - Target Payout · SWJRX cheaper diff. adviser | 9% | 0.19% | Charles Schwab Investment Management, Inc. |
| 12 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 8% | 2.03% | AC FUNDS LLC |
| 13 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 8% | 0.44% | — |
| 14 | Schwab Monthly Income Fund - Income Payout · SWLRX cheaper diff. adviser | 8% | 0.16% | Charles Schwab Investment Management, Inc. |
| 15 | ETC Cabana Target Beta ETF · TDSB cheaper diff. adviser | 8% | 0.91% | Exchange Traded Concepts, LLC |
| 16 | Global Atlantic Balanced Managed Risk Portfolio cheaper diff. adviser | 8% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 17 | LVIP Vanguard Bond Allocation Fund cheaper diff. adviser | 8% | 0.36% | Lincoln Financial Investments Corporation |
| 18 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 8% | 0.09% | BlackRock Fund Advisors |
| 19 | Goldman Sachs Multi-Strategy Alternatives Fund · GMAMX, GMCMX, GSMMX, GIMMX, GMMFX, GMMPX cheaper diff. adviser | 8% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 8% | 0.08% | BlackRock Fund Advisors |
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