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 | Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) · SRGAX, SRGCX, SRGIX diff. adviser | 13% | 1.31% | Stringer Asset Management, LLC |
| 2 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 11% | 1.81% | — |
| 3 | Cambria Global Momentum ETF · GMOM diff. adviser | 9% | 1.01% | Cambria Investment Management, L.P. |
| 4 | Cambria Endowment Style ETF · ENDW cheaper diff. adviser | 9% | 0.22% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Cambria Trinity ETF · TRTY cheaper diff. adviser | 8% | 0.46% | Cambria Investment Management, L.P. |
| 6 | SA BlackRock Multi-Factor 70/30 Portfolio cheaper diff. adviser | 7% | 0.51% | SunAmerica Asset Management, LLC |
| 7 | Cambria Global Asset Allocation ETF · GAA cheaper diff. adviser | 7% | 0.40% | Cambria Investment Management, L.P. |
| 8 | Symmetry Panoramic International Equity Fund · SPILX cheaper diff. adviser | 6% | 0.85% | Symmetry Partners, LLC |
| 9 | Active/Passive Very Aggressive Portfolio cheaper diff. adviser | 3% | 0.66% | Mason Street Advisors, LLC |
| 10 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 3% | 0.26% | Jackson National Asset Management, LLC |
| 11 | Active/Passive Aggressive Portfolio cheaper diff. adviser | 3% | 0.64% | Mason Street Advisors, LLC |
| 12 | Active/Passive Moderate Portfolio cheaper diff. adviser | 2% | 0.53% | Mason Street Advisors, LLC |
| 13 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 2% | 0.27% | Jackson National Asset Management, LLC |
| 14 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 2% | 0.27% | Jackson National Asset Management, LLC |
| 15 | Quantified Alternative Investment Fund · QALTX, QALAX | 2% | 2.41% | — |
| 16 | Symmetry Panoramic Global Equity Fund · SPGEX cheaper diff. adviser | 2% | 0.77% | Symmetry Partners, LLC |
| 17 | Active/Passive Balanced Portfolio cheaper diff. adviser | 1% | 0.47% | Mason Street Advisors, LLC |
| 18 | Victory Cornerstone Moderately Conservative Fund · UCMCX diff. adviser | 1% | 1.18% | Victory Capital Management Inc. |
| 19 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX cheaper diff. adviser | 1% | 0.82% | Systelligence, LLC |
| 20 | Symmetry Panoramic Tax-Managed Global Equity Fund · SPGTX cheaper diff. adviser | 1% | 0.78% | Symmetry Partners, LLC |
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