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 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX | 28% | 1.66% | Kensington Asset Management, LLC |
| 2 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper diff. adviser | 24% | 0.35% | AssetMark Inc. |
| 3 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 24% | 0.62% | — |
| 4 | Overlay Shares Municipal Bond ETF · OVM cheaper | 24% | 0.81% | — |
| 5 | Abacus FCF International Leaders ETF · ABLG cheaper | 23% | 0.54% | — |
| 6 | ActivePassive International Equity ETF · APIE cheaper | 22% | 0.45% | — |
| 7 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX cheaper | 21% | 1.42% | Kensington Asset Management, LLC |
| 8 | SGI Dynamic Tactical ETF · DYTA cheaper diff. adviser | 21% | 1.32% | Summit Global Investment, LLC |
| 9 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 20% | 0.06% | Tidal Investments LLC |
| 10 | GuidePath Growth and Income Fund · GPIGX cheaper diff. adviser | 19% | 0.85% | AssetMark Inc. |
| 11 | LVIP Vanguard Domestic Equity ETF Fund cheaper diff. adviser | 19% | 0.32% | Lincoln Financial Investments Corporation |
| 12 | Innovator IBD(R) Breakout Opportunities ETF cheaper diff. adviser | 19% | 0.80% | Innovator Capital Management, LLC |
| 13 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 19% | 0.40% | AssetMark Inc. |
| 14 | Matson Money Fixed Income VI Fund · FMVFX cheaper diff. adviser | 19% | 0.86% | Matson Money, Inc. |
| 15 | Sound Enhanced Fixed Income ETF · FXED diff. adviser | 19% | 1.89% | Tidal Investments LLC |
| 16 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 16% | 0.80% | Innovator Capital Management, LLC |
| 17 | Villere Equity Fund · VLEQX cheaper | 16% | 1.07% | — |
| 18 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX cheaper diff. adviser | 16% | 0.59% | ALPS Advisors, Inc. |
| 19 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 16% | 0.59% | Pacer Advisors, Inc. |
| 20 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX cheaper diff. adviser | 15% | 0.97% | Hood River Capital Management LLC |
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