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 | Angel Oak Total Return ETF · TRBF cheaper | 16% | 0.44% | — |
| 2 | Angel Oak Income ETF · CARY | 13% | 0.79% | Angel Oak Capital Advisors, LLC |
| 3 | Angel Oak Multi-Strategy Income Fund · ANGLX, ANGIX, ANGCX | 8% | 1.39% | Angel Oak Capital Advisors, LLC |
| 4 | Strive Total Return Bond ETF · STXT diff. adviser | 5% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Angel Oak Strategic Credit Fund | 3% | — | — |
| 6 | Angel Oak UltraShort Income ETF · UYLD cheaper | 3% | 0.34% | Angel Oak Capital Advisors, LLC |
| 7 | Angel Oak UltraShort Income Fund · AOUAX, AOUIX, AOUNX cheaper | 3% | 0.35% | Angel Oak Capital Advisors, LLC |
| 8 | DoubleLine Long Duration Total Return Bond Fund · DLLDX, DBLDX diff. adviser | 3% | 0.51% | DoubleLine Capital LP |
| 9 | Baird Short-Term Bond Fund · BSBIX, BSBSX cheaper diff. adviser | 3% | 0.30% | Robert W. Baird & Co. Incorporated |
| 10 | Baird Equity Opportunity Fund · BSVSX, BSVIX diff. adviser | 3% | 1.25% | Robert W. Baird & Co. Incorporated |
| 11 | Baird Chautauqua Global Growth Fund · CCGSX, CCGIX diff. adviser | 3% | 0.80% | Robert W. Baird & Co. Incorporated |
| 12 | Baird Chautauqua International Growth Fund · CCWSX, CCWIX diff. adviser | 3% | 0.80% | Robert W. Baird & Co. Incorporated |
| 13 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX diff. adviser | 3% | 0.85% | Robert W. Baird & Co. Incorporated |
| 14 | Eventide Exponential Technologies Fund · ETNEX, ETAEX, ETCEX, ETIEX | 3% | 1.35% | — |
| 15 | WESTWOOD MULTI-ASSET INCOME FUND · WHGHX, WSDAX, WWHCX cheaper diff. adviser | 3% | 0.27% | Westwood Management Corp. |
| 16 | WESTWOOD INCOME OPPORTUNITY FUND · WWICX, WHGIX, WWIAX, WHGOX diff. adviser | 3% | 0.77% | Westwood Management Corp. |
| 17 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX diff. adviser | 3% | 0.68% | Westwood Management Corp. |
| 18 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX diff. adviser | 3% | 1.41% | Westwood Management Corp. |
| 19 | WESTWOOD BROADMARK TACTICAL PLUS FUND · SBTAX, SBTCX, BTPIX, SBTIX diff. adviser | 3% | 1.17% | Salient Advisors, L.P. |
| 20 | WESTWOOD REAL ESTATE INCOME FUND · KIFYX, KIFAX, KIFCX diff. adviser | 3% | 0.85% | Westwood Management Corp. |
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