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 | Diversified Income Fund cheaper | 95% | 0.75% | Madison Asset Management, LLC |
| 2 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 13% | 2.03% | AC FUNDS LLC |
| 3 | Calamos Nasdaq Equity & Income ETF cheaper diff. adviser | 13% | 0.94% | Calamos Advisors LLC |
| 4 | Agility Shares Dynamic Tactical Income ETF · THY cheaper diff. adviser | 11% | 1.03% | Toews Corporation |
| 5 | AMT Enhanced Fixed Income Fund · AAEZX cheaper diff. adviser | 11% | 0.76% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | Brookstone Yield ETF diff. adviser | 11% | 1.46% | Brookstone Asset Management, LLC |
| 7 | Ocean Park High Income ETF cheaper diff. adviser | 11% | 1.07% | Ocean Park Asset Management, LLC |
| 8 | Cambria Fixed Income Trend ETF · CFIT cheaper diff. adviser | 11% | 0.50% | Cambria Investment Management, L.P. |
| 9 | Horizon Flexible Income ETF · FLXN cheaper diff. adviser | 11% | 0.82% | HORIZON INVESTMENTS LLC. |
| 10 | F/m Compoundr High Yield Bond ETF cheaper | 11% | 0.31% | — |
| 11 | FundX Flexible ETF · XFLX cheaper | 10% | 0.97% | — |
| 12 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX diff. adviser | 9% | 1.66% | Kensington Asset Management, LLC |
| 13 | Schwab Monthly Income Fund - Target Payout · SWJRX cheaper diff. adviser | 8% | 0.19% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab Monthly Income Fund - Flexible Payout · SWKRX cheaper diff. adviser | 8% | 0.19% | Charles Schwab Investment Management, Inc. |
| 15 | Schwab Monthly Income Fund - Income Payout · SWLRX cheaper diff. adviser | 8% | 0.16% | Charles Schwab Investment Management, Inc. |
| 16 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX cheaper diff. adviser | 8% | 0.77% | AssetMark Inc. |
| 17 | Madison Conservative Allocation Fund · MCNAX, MCOCX cheaper | 8% | 0.98% | Madison Asset Management, LLC |
| 18 | Conservative Allocation Fund cheaper | 8% | 0.61% | Madison Asset Management, LLC |
| 19 | Dynamic Alpha Macro Fund | 8% | 1.81% | — |
| 20 | State Street(R)Income Allocation ETF · INKM cheaper diff. adviser | 7% | 0.50% | SSGA Funds Management, Inc. |
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