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 | North Star Opportunity Fund · NSOIX, NSOPX, NSIRX cheaper | 20% | 1.31% | North Star Investment Management Corp. |
| 2 | TSW High Yield Bond Fund · TSWHX cheaper diff. adviser | 7% | 0.65% | JOHCM (USA) Inc. |
| 3 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 6% | 0.07% | Global X Management Company LLC |
| 4 | Invesco Short Term Treasury ETF · TBLL cheaper diff. adviser | 5% | 0.08% | Invesco Capital Management LLC |
| 5 | NORTHEAST INVESTORS TRUST · NTHEX | 5% | 1.94% | — |
| 6 | Palm Valley Capital Fund · PVCMX, PVCIX cheaper diff. adviser | 5% | 1.01% | Palm Valley Capital Management LLC |
| 7 | Catalyst Systematic Alpha Fund · ATRAX, ATRCX, ATRFX | 5% | 1.85% | — |
| 8 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 5% | 0.03% | BondBloxx Investment Management Corporation |
| 9 | iShares Short Treasury Bond ETF · SHV cheaper diff. adviser | 4% | 0.15% | BlackRock Fund Advisors |
| 10 | Fidelity SAI Inflation-Focused Fund · FIFGX cheaper diff. adviser | 4% | 0.39% | Geode Capital Management, LLC |
| 11 | Greenspring Income Opportunities Fund · GRIOX cheaper diff. adviser | 4% | 0.85% | Corbyn Investment Management |
| 12 | RIVERPARK SHORT TERM HIGH YIELD FUND · RPHYX, RPHIX cheaper diff. adviser | 4% | 0.96% | RiverPark Advisors, LLC |
| 13 | Catalyst/MAP Global Balanced Fund · TRXAX, TRXCX, TRXIX cheaper | 4% | 0.98% | — |
| 14 | VELA INCOME OPPORTUNITIES FUND cheaper diff. adviser | 4% | 0.84% | VELA Investment Management, LLC |
| 15 | Embark Commodity Strategy Fund · ECSQX, ECSWX cheaper diff. adviser | 4% | 0.71% | Harbor Capital Advisors, Inc. |
| 16 | NEOS Enhanced Income 1-3 Month T-Bill ETF · CSHI cheaper diff. adviser | 4% | 0.39% | NEOS Investment Management, LLC |
| 17 | Abbey Capital Futures Strategy Fund · ABYAX, ABYCX, ABYIX diff. adviser | 3% | 1.79% | Abbey Capital Limited |
| 18 | Fidelity Commodity Strategy Central Fund diff. adviser | 3% | — | Geode Capital Management, LLC |
| 19 | SBH QUALITY HIGH YIELD FUND · WTLTX, WILTX cheaper diff. adviser | 3% | 0.70% | SEGALL BRYANT AND HAMILL LLC |
| 20 | Fidelity Commodity Strategy Fund · FYHTX cheaper diff. adviser | 3% | 0.63% | Geode Capital Management, LLC |
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