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 | Aristotle Portfolio Optimization Conservative Fund · POACX, POAAX, PLCDX cheaper | 82% | 0.83% | Aristotle Investment Services, LLC |
| 2 | Aristotle Portfolio Optimization Moderate Fund · POCAX, POMDX, POMCX | 81% | 0.87% | Aristotle Investment Services, LLC |
| 3 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX | 65% | 0.86% | Aristotle Investment Services, LLC |
| 4 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX | 54% | 0.87% | Aristotle Investment Services, LLC |
| 5 | SMI MULTI-STRATEGY FUND · SMILX diff. adviser | 9% | 1.71% | SMI Advisory Services, LLC |
| 6 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX cheaper diff. adviser | 8% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 7 | PlanRock Alternative Growth ETF · PRAE diff. adviser | 8% | 1.49% | PlanRock Investments, LLC |
| 8 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper diff. adviser | 8% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 9 | Goldman Sachs Multi-Strategy Alternatives Fund · GMAMX, GMCMX, GSMMX, GIMMX, GMMFX, GMMPX diff. adviser | 8% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 10 | Quantified Market Leaders Fund · QMLFX, QMLAX | 7% | 1.53% | — |
| 11 | SOUND MIND INVESTING · SMIFX diff. adviser | 6% | 1.62% | SMI Advisory Services, LLC |
| 12 | Goldman Sachs Tactical Tilt Overlay Fund · TTIFX, TTRFX, GSLPX cheaper diff. adviser | 6% | 0.77% | Goldman Sachs Asset Management, L.P. |
| 13 | Goldman Sachs Enhanced Dividend Global Equity Portfolio · GIDGX, GADGX, GRGDX, GAFPX diff. adviser | 6% | 0.85% | Goldman Sachs Asset Management, L.P. |
| 14 | Goldman Sachs Tax-Advantaged Global Equity Portfolio · TIGGX, TAGGX, TRGGX, GSKPX diff. adviser | 6% | 0.85% | Goldman Sachs Asset Management, L.P. |
| 15 | Ellington Credit Co | 6% | — | — |
| 16 | FS MVP Private Markets Fund | 6% | — | — |
| 17 | Variant Alternative Lending Fund | 6% | — | — |
| 18 | Jetstream Venture Fund | 6% | — | — |
| 19 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 6% | 2.01% | Reynolds Capital Management, LLC |
| 20 | Meridian Hedged Equity Fund · MEIFX, MRIEX, MRAEX, MRREX, MRCEX diff. adviser | 6% | 1.27% | ArrowMark Colorado Holdings, LLC |
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