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 | Catalyst Buffered Shield Fund · SHIEX, SHINX, SHIIX | 33% | 1.35% | — |
| 2 | Bluemonte Short Term Bond ETF · BLST cheaper | 20% | 0.23% | — |
| 3 | 2010 Lifetime Blend Portfolio · JRLDX, JRLFX, JRLHX, JHANX cheaper | 12% | 0.37% | — |
| 4 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 10% | 0.35% | AssetMark Inc. |
| 5 | ROCK OAK CORE GROWTH FUND · RCKSX | 10% | 1.25% | Oak Associates, Ltd. |
| 6 | RIVER OAK DISCOVERY FUND · RIVSX | 10% | 1.23% | Oak Associates, Ltd. |
| 7 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX | 10% | 1.42% | Kensington Asset Management, LLC |
| 8 | Innovator U.S. Small Cap Managed Floor ETF | 10% | 0.89% | Innovator Capital Management, LLC |
| 9 | Overlay Shares Municipal Bond ETF · OVM | 10% | 0.81% | — |
| 10 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX | 10% | 1.09% | Boston Partners Global Investors, Inc. |
| 11 | WPG Partners Small Cap Value Diversified Fund · WPGTX | 10% | 1.10% | Boston Partners Global Investors, Inc. |
| 12 | Villere Balanced Fund · VILLX | 10% | 0.80% | — |
| 13 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX | 10% | 0.97% | Hood River Capital Management LLC |
| 14 | GuidePath Absolute Return Allocation Fund · GPARX, GIARX, GABRX cheaper | 10% | 0.55% | AssetMark Inc. |
| 15 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper | 10% | 0.40% | AssetMark Inc. |
| 16 | Villere Equity Fund · VLEQX | 10% | 1.07% | — |
| 17 | Matson Money Fixed Income VI Fund · FMVFX | 10% | 0.86% | Matson Money, Inc. |
| 18 | WBI BullBear Value 3000 ETF · WBIF | 10% | 1.65% | Millington Securities LLC |
| 19 | WBI BullBear Yield 3000 ETF · WBIG | 10% | 1.59% | Millington Securities LLC |
| 20 | SGI Global Equity Fund · SGLIX, SGLAX | 10% | 0.84% | Summit Global Investment, LLC |
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