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 | Leader Capital High Quality Income Fund · LCTIX, LCCTX, LCATX, LCTRX cheaper | 8% | 1.08% | Leader Capital Corp. |
| 2 | Lord Abbett Short Duration High Yield Fund · LSYUX, LSYTX, LSYSX, LSYQX, LSYAX, LSYIX, LSYNX, LSYFX, LSYCX cheaper diff. adviser | 4% | 0.38% | Lord, Abbett & Co. LLC |
| 3 | Bridge Builder Core Plus Bond Fund · BBCPX cheaper diff. adviser | 4% | 0.16% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | Ardian Access LLC | 4% | — | — |
| 5 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 4% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | Disciplined Value International Trust · JAJJX, JAJHX, JAJIX cheaper diff. adviser | 4% | 0.78% | John Hancock Variable Trust Advisers LLC |
| 7 | VIP FundsManager 20% Portfolio cheaper diff. adviser | 4% | 0.51% | Fidelity Management & Research Company LLC |
| 8 | VIP FundsManager 50% Portfolio cheaper diff. adviser | 4% | 0.64% | Fidelity Management & Research Company LLC |
| 9 | Global X Alternative Income ETF · ALTY cheaper diff. adviser | 4% | 0.50% | Global X Management Company LLC |
| 10 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY · FTHNX, FTHFX, FTHSX, FTYCX, FTHAX cheaper | 4% | 0.64% | — |
| 11 | NYLI VP Hedge Multi-Strategy Portfolio cheaper diff. adviser | 4% | 1.08% | New York Life Investment Management LLC |
| 12 | Global X HealthTech ETF · HEAL cheaper diff. adviser | 4% | 0.50% | Global X Management Company LLC |
| 13 | Strategic Advisers Alternatives Fund · FSLTX diff. adviser | 4% | 1.56% | Strategic Advisers LLC |
| 14 | VIP FundsManager 30% Portfolio cheaper diff. adviser | 4% | 0.55% | Fidelity Management & Research Company LLC |
| 15 | VIP FundsManager 40% Portfolio cheaper diff. adviser | 4% | 0.59% | Fidelity Management & Research Company LLC |
| 16 | Disciplined Value Global Long/Short Fund · JAKWX, JAKVX, JAKRX, JAKTX, JAKUX diff. adviser | 4% | 1.54% | John Hancock Investment Management LLC |
| 17 | Strategic Advisers Fidelity Alternatives Fund | 4% | 1.27% | — |
| 18 | Lord Abbett High Yield Fund · LHYAX, LHYCX, LAHYX, LHYFX, LHYQX, LHYRX, LHYSX, LHYTX, LHYVX, LHYOX cheaper diff. adviser | 4% | 0.63% | Lord, Abbett & Co. LLC |
| 19 | GMO Emerging Country Debt Fund · GMCDX, GMDFX, GMOQX cheaper diff. adviser | 4% | 0.51% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Strategic Advisers Municipal Bond Fund · FSMUX cheaper diff. adviser | 3% | 0.19% | Strategic Advisers LLC |
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