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 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX cheaper | 89% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 2 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX | 71% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 3 | Ladenburg Income & Growth Fund · LNOAX, LNOCX, LNOIX | 53% | 1.12% | Ladenburg Thalman Asset Management, Inc. |
| 4 | Ladenburg Income Fund · LNCAX, LNCCX, LNCIX | 35% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 5 | Bluemonte Large Cap Value ETF · BVAL cheaper | 28% | 0.24% | — |
| 6 | Advisors Capital Growth Fund · ACGRX diff. adviser | 24% | 1.96% | AC FUNDS LLC |
| 7 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 22% | 0.24% | — |
| 8 | Avantis All Equity Markets Value ETF · AVGV cheaper | 8% | 0.26% | — |
| 9 | FundX Aggressive ETF · XNAV | 8% | 1.27% | — |
| 10 | The E-Valuator Growth (70%-85%) RMS Fund · EVGLX, EVGRX cheaper diff. adviser | 7% | 0.83% | Systelligence, LLC |
| 11 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX cheaper diff. adviser | 7% | 0.82% | Systelligence, LLC |
| 12 | The E-Valuator Moderate (50%-70%) RMS Fund · EVMLX, EVFMX cheaper diff. adviser | 7% | 0.86% | Systelligence, LLC |
| 13 | Ocean Park Tactical Core Growth Fund diff. adviser | 7% | 1.24% | Ocean Park Asset Management, LLC |
| 14 | Ocean Park Tactical Risk Spectrum 70 Fund diff. adviser | 6% | 1.64% | Ocean Park Asset Management, LLC |
| 15 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX diff. adviser | 6% | 1.08% | Systelligence, LLC |
| 16 | PlanRock Alternative Growth ETF · PRAE diff. adviser | 5% | 1.49% | PlanRock Investments, LLC |
| 17 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX cheaper diff. adviser | 5% | 0.87% | Aristotle Investment Services, LLC |
| 18 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 5% | 0.48% | AssetMark Inc. |
| 19 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX diff. adviser | 5% | 1.92% | Ocean Park Asset Management, LLC |
| 20 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX cheaper diff. adviser | 4% | 0.86% | Aristotle Investment Services, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.