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 | Morgan Stanley Income Opportunities Fund · DINAX, DINCX, DINDX, MGFOX, MSIPX, MFIRX cheaper | 12% | 0.52% | Morgan Stanley Investment Management Inc. |
| 2 | abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF · BCIM cheaper diff. adviser | 11% | 0.40% | abrdn Inc. |
| 3 | Global Opportunities Portfolio diff. adviser | 5% | — | Boston Management and Research |
| 4 | Defiance Daily Target 2X Long JPM ETF · JPX | 5% | 1.29% | — |
| 5 | Defiance Daily Target 2X Short LLY ETF | 5% | — | — |
| 6 | Defiance Daily Target 2X Long PM ETF · XPM | 5% | 1.31% | — |
| 7 | Vistashares Animal Spirits Daily 2x Strategy ETF · WILD diff. adviser | 5% | 1.29% | Tidal Investments LLC |
| 8 | Zero Coupon 2025 Fund · BTTRX, ACTVX cheaper | 4% | 0.55% | — |
| 9 | Eaton Vance Multi-Asset Credit Fund · EAAMX, EIAMX, ECAMX diff. adviser | 3% | 0.67% | Eaton Vance Management |
| 10 | American Beacon AHL Multi-Alternatives Fund · AHMRX, AHMYX, AHMAX, AHMCX diff. adviser | 3% | 1.23% | American Beacon Advisors, Inc. |
| 11 | Palmer Square Income Plus Fund · PSYPX, PSTPX cheaper diff. adviser | 3% | 0.62% | Palmer Square Capital Management LLC |
| 12 | Government Opportunities Fund · ERGOX, EVGOX, ECGOX, EIGOX diff. adviser | 3% | 2.51% | Boston Management and Research |
| 13 | LifeX 2062 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 3% | 0.25% | Stone Ridge Asset Management LLC |
| 14 | Six Circles Multi-Strategy Fund diff. adviser | 3% | 0.72% | J.P. Morgan Private Investments Inc. |
| 15 | Eaton Vance Short Duration Diversified Income Fund | 3% | — | — |
| 16 | Pioneer Securitized Income Fund | 2% | 0.65% | — |
| 17 | Palmer Square Ultra-Short Duration Investment Grade Fund · PSDSX cheaper diff. adviser | 2% | 0.50% | Palmer Square Capital Management LLC |
| 18 | JPMorgan Mortgage-Backed Securities Fund cheaper diff. adviser | 2% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 19 | LifeX 2054 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 2% | 0.25% | Stone Ridge Asset Management LLC |
| 20 | LifeX 2058 Inflation-Protected Longevity Income ETF cheaper diff. adviser | 2% | 0.25% | Stone Ridge Asset Management LLC |
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