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 | Grant Park Dynamic Allocation Fund | 48% | 1.68% | Dearborn Capital Management |
| 2 | Global Macro Portfolio diff. adviser | 19% | — | Boston Management and Research |
| 3 | Emerging Markets Local Income Portfolio diff. adviser | 15% | — | Boston Management and Research |
| 4 | Eaton Vance Income Opportunities ETF · XAGG cheaper | 15% | 0.50% | — |
| 5 | Parametric Commodity Strategy Fund · EIPCX, EAPCX cheaper diff. adviser | 15% | 0.67% | Eaton Vance Management |
| 6 | Calvert Flexible Bond Fund · CUBAX, CUBCX, CUBIX, CUBRX cheaper diff. adviser | 14% | 0.57% | Calvert Research and Management |
| 7 | Dunham Dynamic Macro Fund · DAAVX, DCAVX, DNAVX cheaper diff. adviser | 12% | 1.50% | Dunham & Associates Investment Counsel, Inc. |
| 8 | Bramshill Multi-Strategy Income Fund · BDKAX, BDKCX, BDKNX, BDKDX cheaper diff. adviser | 12% | 1.20% | Liberty Street Advisors, Inc. |
| 9 | International Income Portfolio diff. adviser | 11% | — | Boston Management and Research |
| 10 | Calvert Bond Fund · CSIBX, CSBCX, CBDIX, CBORX cheaper diff. adviser | 10% | 0.46% | Calvert Research and Management |
| 11 | Fulcrum Diversified Absolute Return Fund · FARYX, FARAX, FARIX cheaper diff. adviser | 10% | 1.20% | Fulcrum Asset Management LLP |
| 12 | abrdn Bloomberg All Commodity Strategy K-1 Free ETF · BCI cheaper diff. adviser | 10% | 0.26% | abrdn Inc. |
| 13 | Calvert Income Fund · CFICX, CIFCX, CINCX, CINRX cheaper diff. adviser | 10% | 0.61% | Calvert Research and Management |
| 14 | Core Bond Portfolio diff. adviser | 10% | — | Boston Management and Research |
| 15 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 10% | 2.01% | Reynolds Capital Management, LLC |
| 16 | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF · BCD cheaper diff. adviser | 10% | 0.30% | abrdn Inc. |
| 17 | Eaton Vance Emerging Markets Debt Opportunities Fund · EELDX, EADOX, EIDOX cheaper diff. adviser | 10% | 0.73% | Eaton Vance Management |
| 18 | VANGUARD 0-3 MONTH TREASURY BILL ETF · VBIL cheaper diff. adviser | 9% | 0.06% | The Vanguard Group, Inc. |
| 19 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 9% | 0.07% | Global X Management Company LLC |
| 20 | Xtrackers US 0-1 Year Treasury ETF · TRSY cheaper diff. adviser | 9% | 0.06% | DBX Advisors LLC |
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