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 | AXS Adaptive Plus Fund · AXSPX, AXSVX | 29% | 1.99% | — |
| 2 | AXS Tactical Income Fund · TINAX, TINIX cheaper | 23% | 1.91% | — |
| 3 | iShares Interest Rate Hedged High Yield Bond ETF · HYGH cheaper | 20% | 0.52% | BlackRock Fund Advisors |
| 4 | Direxion Monthly High Yield Bull 1.2X Fund · DXHYX cheaper | 20% | 1.70% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX cheaper | 20% | 1.97% | Howard Capital Management, Inc. |
| 6 | iShares High Yield Corporate Bond BuyWrite Strategy ETF · HYGW cheaper | 20% | 0.69% | BlackRock Fund Advisors |
| 7 | TFA Tactical Income Fund · TFAZX | 17% | 2.69% | Tactical Fund Advisors, LLC |
| 8 | LHA Risk-Managed Income ETF · RMIF cheaper | 17% | 1.68% | Little Harbor Advisors, LLC |
| 9 | Ocean Park Tactical Bond Fund cheaper | 15% | 1.61% | Ocean Park Asset Management, LLC |
| 10 | Draco Evolution AI ETF · DRAI cheaper | 12% | 1.34% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Thirdline Real Estate Income Fund | 10% | — | — |
| 12 | Anfield Dynamic Fixed Income ETF · ADFI cheaper | 10% | 1.68% | Regents Park Funds, LLC |
| 13 | Navigator Tactical Fixed Income Fund · NTBAX, NTBCX, NTBIX cheaper | 9% | 1.03% | Clark Capital Management Group, Inc. |
| 14 | Source Capital | 8% | — | — |
| 15 | Skybridge Opportunity Fund | 8% | — | — |
| 16 | A&Q Long/Short Strategies Fund LLC | 8% | — | — |
| 17 | A&Q Technology Fund LLC | 8% | — | — |
| 18 | Grosvenor Registered Multi-Strategy Master Fund, LLC | 8% | — | — |
| 19 | Cypress Creek Private Strategies Master Fund, L.P. | 8% | — | — |
| 20 | Cypress Creek Private Strategies Registered Fund, L.P. | 8% | — | — |
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