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 | PFG Active Core Bond Strategy Fund · PFDOX diff. adviser | 16% | 2.86% | Pacific Financial Group, LLC |
| 2 | Aspiriant Risk-Managed Taxable Bond Fund · RMTBX cheaper diff. adviser | 16% | 1.17% | Aspiriant, LLC |
| 3 | PIMCO Balanced Allocation Portfolio · PIMGMVA cheaper diff. adviser | 12% | 0.90% | Pacific Investment Management Company LLC |
| 4 | PIMCO REALPATH Blend Income Fund · PBRNX, PBRAX cheaper diff. adviser | 11% | 0.76% | Pacific Investment Management Company LLC |
| 5 | MH Elite Income Fund of Funds · MHEIX cheaper diff. adviser | 10% | 1.86% | MH Investment Management, Inc. |
| 6 | Reynolds Blue Chip Growth Fund · RBCGX cheaper diff. adviser | 9% | 2.01% | Reynolds Capital Management, LLC |
| 7 | PIMCO Global Core Asset Allocation Fund · PGMAX, PGMCX, PGAPX, PGAIX cheaper diff. adviser | 9% | 1.11% | Pacific Investment Management Company LLC |
| 8 | PIMCO Global Managed Asset Allocation Portfolio · VPVGMMV, VPVGMVV, PVGMAPI cheaper diff. adviser | 9% | 1.03% | Pacific Investment Management Company LLC |
| 9 | PIMCO REALPATH Blend 2030 Fund · PBPNX, PBPAX cheaper diff. adviser | 8% | 0.64% | Pacific Investment Management Company LLC |
| 10 | Quantified Eckhardt Managed Futures Strategy Fund cheaper | 7% | 1.72% | — |
| 11 | Quantified Evolution Plus Fund · QEVOX, QEVAX cheaper | 7% | 1.83% | — |
| 12 | Spectrum Low Volatility Fund · SVARX, SVASX | 7% | 2.81% | Advisors Preferred, LLC |
| 13 | Quantified Managed Income Fund · QBDSX, QBDAX cheaper | 7% | 1.60% | — |
| 14 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 7% | 2.03% | AlphaCentric Advisors LLC |
| 15 | Dunham U.S. Enhanced Market Fund cheaper diff. adviser | 7% | 1.30% | Dunham & Associates Investment Counsel, Inc. |
| 16 | Bluerock Private Real Estate Fund | 7% | — | — |
| 17 | Accordant ODCE Index Fund | 7% | — | — |
| 18 | StepStone Private Infrastructure Fund | 7% | — | — |
| 19 | Callodine Specialty Income Fund | 7% | — | — |
| 20 | Corient Registered Alternatives Fund | 7% | — | — |
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