Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
| 1 |
Series J (StylePlus-Mid Growth Series)
cheaper
|
91%
|
1.24% |
— |
| 2 |
Series X (StylePlus-Small Growth Series)
cheaper
|
74%
|
1.31% |
— |
| 3 |
Series Y (StylePlus-Large Growth Series)
cheaper
|
73%
|
1.31% |
— |
| 4 |
Series A (StylePlus-Large Core Series)
cheaper
|
73%
|
1.17% |
— |
| 5 |
Guggenheim StylePlus-Large Core Fund
cheaper
|
72%
|
1.08% |
— |
| 6 |
Syntax Stratified MidCap ETF
cheaper
|
13%
|
0.35% |
— |
| 7 |
Series N (Managed Asset Allocation Series)
cheaper
|
13%
|
1.07% |
— |
| 8 |
Long Short Equity Fund
cheaper
|
8%
|
1.54% |
— |
| 9 |
Long Short Equity Fund
|
8%
|
1.92% |
— |
| 10 |
Strategic Advisers Small-Mid Cap Fund
cheaper
|
8%
|
0.38% |
— |
| 11 |
Guggenheim Alpha Opportunity Fund
· SAOAX, SAOCX, SAOIX, SAOSX
cheaper
|
7%
|
1.49% |
— |
| 12 |
Small-Mid Cap Equity Fund
· TSGUX
cheaper
|
7%
|
0.60% |
— |
| 13 |
AZL DFA U.S. Small Cap Fund
cheaper
|
7%
|
0.98% |
Allianz Investment Management LLC |
| 14 |
Series Z (Alpha Opportunity Series)
|
7%
|
1.98% |
— |
| 15 |
RiverNorth Patriot ETF
cheaper
|
6%
|
0.70% |
TrueMark Investments, LLC |
| 16 |
Victory US Enhanced Vol Wtd Index
· CUHAX, CUHCX, CUHIX
cheaper
|
5%
|
0.76% |
Victory Capital Management Inc. |
| 17 |
Guggenheim SMid Cap Value Fund
· SEVAX, SEVSX, SEVPX, SVUIX
cheaper
|
5%
|
0.94% |
— |
| 18 |
Guggenheim Large Cap Value Fund
· SECIX, SEGIX, GILCX, SEGPX
cheaper
|
5%
|
0.87% |
— |
| 19 |
Series V (SMid Cap Value Series)
cheaper
|
5%
|
0.88% |
— |
| 20 |
The Small Capitalization - Mid Capitalization Equity Portfolio
cheaper
|
5%
|
0.26% |
— |
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