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 | Cromwell Balanced Fund · CSBNX, CSBIX | 36% | 1.10% | Cromwell Investment Advisors, LLC |
| 2 | Berkshire Focus Fund · BFOCX diff. adviser | 14% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 3 | Defiance AI and Power Infrastructure ETF · AIPO cheaper | 14% | 0.69% | — |
| 4 | First Trust Bloomberg Nuclear Power ETF · RCTR cheaper | 13% | 0.70% | — |
| 5 | Dan IVES Wedbush AI Power & Infrastructure ETF | 13% | — | — |
| 6 | TCW Transform Systems ETF · NETZ cheaper diff. adviser | 13% | 0.75% | TCW Investment Management Company LLC |
| 7 | Alger Dynamic Opportunities Fund · SPEDX, ADOZX, ADOCX diff. adviser | 12% | 1.69% | Fred Alger Management, Inc. |
| 8 | AdvisorShares HVAC and Industrials ETF · HVAC cheaper diff. adviser | 12% | 1.00% | AdvisorShares Investments, LLC |
| 9 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 12% | 0.75% | Eaton Vance Management |
| 10 | Alger 35 ETF · ATFV cheaper diff. adviser | 12% | 0.55% | Fred Alger Management, Inc. |
| 11 | Alpha Architect U.S. Quantitative Momentum ETF · QMOM cheaper | 12% | 0.28% | — |
| 12 | MidCap Account cheaper diff. adviser | 12% | 0.53% | Principal Global Investors, LLC |
| 13 | ALGER 35 FUND · ATVPX cheaper diff. adviser | 11% | 0.55% | Fred Alger Management, Inc. |
| 14 | FM Compounders Equity ETF · FMCE cheaper diff. adviser | 11% | 0.72% | First Manhattan Co. LLC |
| 15 | World Energy Fund · AIWEX, APWEX, AAWEX, ACWEX cheaper diff. adviser | 11% | 0.91% | Cavanal Hill Investment Management, Inc. |
| 16 | Trenchless Fund ETF · RVER cheaper diff. adviser | 11% | 0.66% | Sound Capital Solutions |
| 17 | VanEck Morningstar Wide Moat ETF · MOAT cheaper diff. adviser | 11% | 0.46% | Van Eck Associates Corporation |
| 18 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper diff. adviser | 11% | 0.49% | Van Eck Associates Corporation |
| 19 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 11% | 0.45% | Jackson National Asset Management, LLC |
| 20 | AdvisorShares Gerber Kawasaki ETF · GK cheaper diff. adviser | 11% | 0.77% | AdvisorShares Investments, LLC |
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