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 SQUARE MULTI STRATEGY FUND · ORILX, PORYX cheaper | 21% | 1.33% | North Square Investments, LLC |
| 2 | Dynamic US Opportunity Fund · ICSIX, ICSNX, SROAX cheaper diff. adviser | 3% | 1.36% | Innealta Capital, LLC |
| 3 | Catalyst/Millburn Hedge Strategy Fund · MBXAX, MBXCX, MBXIX, MBXFX cheaper | 3% | 2.00% | — |
| 4 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper | 3% | 1.44% | North Square Investments, LLC |
| 5 | CALIFORNIA FIRST LEASING CORP | 2% | — | — |
| 6 | Opportunistic Small Cap Portfolio cheaper diff. adviser | 2% | 0.74% | BNY Mellon Investment Adviser, Inc. |
| 7 | Russell 2000 1.5x Strategy Fund cheaper diff. adviser | 2% | 1.81% | Security Investors, LLC |
| 8 | DWS Multi-Asset Moderate Allocation Fund · PLUSX, PLSCX, PPLSX cheaper diff. adviser | 2% | 0.74% | DWS Investment Management Americas, Inc. |
| 9 | Russell 2000 2x Strategy Fund cheaper diff. adviser | 2% | 1.87% | Security Investors, LLC |
| 10 | Russell 2000 Fund · RYRRX, RYROX, RYRHX cheaper diff. adviser | 2% | 1.63% | Security Investors, LLC |
| 11 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 2% | 0.40% | Transamerica Asset Management, Inc. |
| 12 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP cheaper diff. adviser | 2% | 0.60% | Transamerica Asset Management, Inc. |
| 13 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP cheaper diff. adviser | 2% | 0.60% | Transamerica Asset Management, Inc. |
| 14 | Transamerica BlackRock iShares Active Asset Allocation - Moderate VP cheaper diff. adviser | 2% | 0.58% | Transamerica Asset Management, Inc. |
| 15 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 2% | 0.91% | Calvert Research and Management |
| 16 | CVT Volatility Managed Moderate Growth Portfolio cheaper diff. adviser | 2% | 0.89% | Calvert Research and Management |
| 17 | CVT Volatility Managed Moderate Portfolio cheaper diff. adviser | 2% | 0.88% | Calvert Research and Management |
| 18 | Teberg Fund · TEBRX, ABSTX cheaper diff. adviser | 2% | 2.03% | Absolute Capital Management, LLC |
| 19 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 2% | 0.42% | Lincoln Financial Investments Corporation |
| 20 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 2% | 0.39% | Lincoln Financial Investments Corporation |
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