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 | FPA Flexible Fixed Income Fund · FPFIX, FFIAX, FFIRX diff. adviser | 24% | 0.55% | First Pacific Advisors, LP |
| 2 | FPA New Income Fund · FPNIX, FPNRX cheaper | 24% | 0.45% | — |
| 3 | Inspire Capital Appreciation ETF · RISN diff. adviser | 20% | 0.72% | CWM Advisors, LLC |
| 4 | Morningstar Global Opportunistic Equity Fund · MSTSX | 11% | 0.81% | Morningstar Investment Management LLC |
| 5 | Twin Oak Active Opportunities ETF · TSPX diff. adviser | 11% | 1.01% | Twin Oak ETF Company |
| 6 | Tactical Advantage ETF diff. adviser | 10% | 0.78% | Tidal Investments LLC |
| 7 | Atlas America Fund · USAF diff. adviser | 10% | 0.89% | Atlas Capital Team, Inc. |
| 8 | Schwab VIT Balanced Portfolio · SWB1Z diff. adviser | 9% | 0.57% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab Target 2010 Index Fund · SWYAX cheaper diff. adviser | 7% | 0.08% | Charles Schwab Investment Management, Inc. |
| 10 | Small Cap Index Fund · NSIDX cheaper diff. adviser | 7% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Schwab Target 2015 Index Fund · SWYBX cheaper diff. adviser | 7% | 0.08% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Target 2020 Index Fund · SWYLX cheaper diff. adviser | 6% | 0.08% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab Target 2025 Index Fund · SWYDX cheaper diff. adviser | 6% | 0.08% | Charles Schwab Investment Management, Inc. |
| 14 | Morningstar Global Income Fund · MSTGX | 6% | 0.74% | Morningstar Investment Management LLC |
| 15 | Multi-Manager High Yield Opportunity Fund · NMHYX diff. adviser | 6% | 0.69% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX diff. adviser | 5% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 17 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 5% | 0.31% | Valmark Advisers, Inc. |
| 18 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 5% | 0.30% | Valmark Advisers, Inc. |
| 19 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 5% | 0.29% | Valmark Advisers, Inc. |
| 20 | TOPS Managed Risk Balanced ETF Portfolio cheaper diff. adviser | 5% | 0.51% | Valmark Advisers, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.