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 | Spectrum Active Advantage Fund · SAPEX | 22% | 2.99% | Advisors Preferred, LLC |
| 2 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX cheaper | 18% | 1.41% | Westwood Management Corp. |
| 3 | Mohr Sector Nav ETF · SNAV cheaper | 17% | 1.59% | — |
| 4 | The Corporate Opportunities Portfolio · HCHYX cheaper | 15% | 0.57% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 5 | PFG Invesco Thematic ESG Strategy | 15% | 2.20% | Pacific Financial Group, LLC |
| 6 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX cheaper | 14% | 1.72% | Howard Capital Management, Inc. |
| 7 | Alexis Practical Tactical ETF · LEXI cheaper | 13% | 1.00% | Alexis Investment Partners, LLC |
| 8 | Direxion Monthly NASDAQ-100 Bull 1.75X Fund · DXQLX cheaper | 13% | 1.52% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | Catalyst Nasdaq - 100 Hedged Equity Fund · CLPAX, CLPCX, CLPFX cheaper | 13% | 1.58% | — |
| 10 | Teberg Fund · TEBRX, ABSTX | 13% | 2.03% | Absolute Capital Management, LLC |
| 11 | HCM Tactical Plus Fund · HCMGX, HCMDX, HCMIX, HCMSX cheaper | 13% | 1.73% | Howard Capital Management, Inc. |
| 12 | Direxion Monthly NASDAQ-100 Bull 1.25X Fund · DXNLX cheaper | 13% | 1.34% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | Anchor Risk Managed Equity Strategies Fund · ATESX, ATEAX | 13% | 2.14% | Anchor Capital Management Group, Inc. |
| 14 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper | 13% | 1.39% | Howard Capital Management, Inc. |
| 15 | AdvisorShares Dorsey Wright FSM US Core ETF · DWUS cheaper | 13% | 1.08% | AdvisorShares Investments, LLC |
| 16 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper | 13% | 1.44% | North Square Investments, LLC |
| 17 | NORTH SQUARE TACTICAL DEFENSIVE FUND · ETFWX, ETFZX, ETFRX cheaper | 13% | 1.78% | North Square Investments, LLC |
| 18 | McElhenny Sheffield Managed Risk ETF · MSMR cheaper | 13% | 1.06% | Aptus Capital Advisors, LLC |
| 19 | LHA Market State Tactical Q ETF · MSTQ cheaper | 13% | 1.59% | Little Harbor Advisors, LLC |
| 20 | Rareview Systematic Equity ETF · RSEE | 13% | 2.77% | — |
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