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 Income Fund · LNCAX, LNCCX, LNCIX | 82% | 1.15% | Ladenburg Thalman Asset Management, Inc. |
| 2 | Ladenburg Growth & Income Fund · LOWAX, LOWCX, LOWIX cheaper | 80% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 3 | Ladenburg Growth Fund · LGWAX, LGWCX, LGWIX cheaper | 63% | 0.99% | Ladenburg Thalman Asset Management, Inc. |
| 4 | Ladenburg Aggressive Growth Fund · LAWAX, LAWCX, LAGIX cheaper | 53% | 1.02% | Ladenburg Thalman Asset Management, Inc. |
| 5 | Bluemonte Diversified Income ETF · BLUI cheaper | 18% | 0.75% | — |
| 6 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX diff. adviser | 16% | 1.18% | HORIZON INVESTMENTS LLC. |
| 7 | Bluemonte Large Cap Value ETF · BVAL cheaper | 15% | 0.24% | — |
| 8 | Advisors Capital Growth Fund · ACGRX diff. adviser | 14% | 1.96% | AC FUNDS LLC |
| 9 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 11% | 0.24% | — |
| 10 | LVIP Vanguard Bond Allocation Fund cheaper diff. adviser | 11% | 0.36% | Lincoln Financial Investments Corporation |
| 11 | Timber Point Alternative Income Fund · AAIFX, AIIFX diff. adviser | 10% | 2.02% | Timber Point Capital Management |
| 12 | FundX Flexible ETF · XFLX cheaper | 9% | 0.97% | — |
| 13 | ETC Cabana Target Beta ETF · TDSB cheaper diff. adviser | 9% | 0.91% | Exchange Traded Concepts, LLC |
| 14 | FundX Aggressive ETF · XNAV | 8% | 1.27% | — |
| 15 | The E-Valuator Growth (70%-85%) RMS Fund · EVGLX, EVGRX cheaper diff. adviser | 7% | 0.83% | Systelligence, LLC |
| 16 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX cheaper diff. adviser | 7% | 0.82% | Systelligence, LLC |
| 17 | Invesco Global Allocation Fund cheaper diff. adviser | 7% | 0.89% | Invesco Advisers, Inc. |
| 18 | The E-Valuator Moderate (50%-70%) RMS Fund · EVMLX, EVFMX cheaper diff. adviser | 7% | 0.86% | Systelligence, LLC |
| 19 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX cheaper diff. adviser | 6% | 1.08% | Systelligence, LLC |
| 20 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX cheaper diff. adviser | 6% | 1.09% | Systelligence, LLC |
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