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 | DF Tactical Income Fund · PWRAX, PWRCX, PWRIX cheaper | 47% | 1.75% | Donoghue Forlines LLC |
| 2 | DF Tactical Allocation Fund · GTAAX, GLACX, GTAIX cheaper | 27% | 1.72% | Donoghue Forlines LLC |
| 3 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 25% | 1.13% | IDX Advisors, LLC |
| 4 | Atlas America Fund · USAF cheaper diff. adviser | 22% | 0.89% | Atlas Capital Team, Inc. |
| 5 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 21% | 1.97% | RESQ Investment Partners, LLC |
| 6 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 20% | 1.63% | Advisors Preferred, LLC |
| 7 | Day Hagan Smart Sector Fixed Income ETF · SSFI cheaper diff. adviser | 19% | 0.76% | Day Hagan Asset Management |
| 8 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper diff. adviser | 18% | 1.73% | Howard Capital Management, Inc. |
| 9 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX cheaper diff. adviser | 18% | 1.72% | Howard Capital Management, Inc. |
| 10 | Pinnacle Multi-Strategy Core Fund · APSHX, CPSHX, IPSHX cheaper diff. adviser | 18% | 1.55% | Pinnacle Family Advisors, LLC |
| 11 | Counterpoint High Yield Trend ETF · HYTR cheaper diff. adviser | 18% | 0.88% | Counterpoint Mutual Funds, LLC |
| 12 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 18% | 1.97% | Howard Capital Management, Inc. |
| 13 | Brookstone Opportunities ETF cheaper diff. adviser | 18% | 1.06% | Brookstone Asset Management, LLC |
| 14 | Brookstone Ultra-Short Bond ETF cheaper diff. adviser | 18% | 1.05% | Brookstone Asset Management, LLC |
| 15 | Gammaroad Market Navigation ETF · GMMA cheaper diff. adviser | 18% | 0.75% | Tidal Investments LLC |
| 16 | 3EDGE Dynamic Fixed Income ETF · EDGF cheaper | 18% | 0.79% | — |
| 17 | Yields for You Strategy A ETF · YFYA cheaper diff. adviser | 18% | 1.16% | Teucrium Investment Advisors, LLC |
| 18 | Quantified Managed Income Fund · QBDSX, QBDAX cheaper | 17% | 1.60% | — |
| 19 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 16% | 1.39% | Howard Capital Management, Inc. |
| 20 | State Street Target Retirement Fund · SSFNX, SSFOX, SSFQX cheaper diff. adviser | 16% | 0.09% | SSGA Funds Management, Inc. |
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