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 | HERZFELD CREDIT INCOME FUND, INC | 7% | — | — |
| 2 | XAI Madison Equity Premium Income Fund | 7% | — | — |
| 3 | Axonic Alternative Income Fund | 7% | — | — |
| 4 | USVC Venture Capital Access Fund | 7% | — | — |
| 5 | TCW Spirit Direct Lending LLC | 7% | — | — |
| 6 | Sardis Credit Opportunities Fund | 7% | — | — |
| 7 | Privacore VPC Asset Backed Credit Fund | 7% | — | — |
| 8 | IDA Private Access Fund | 7% | — | — |
| 9 | Robinhood Ventures Fund I | 7% | — | — |
| 10 | Reynolds Blue Chip Growth Fund · RBCGX | 7% | 2.01% | Reynolds Capital Management, LLC |
| 11 | Capital Advisors Growth Fund · CIAOX cheaper | 7% | 0.96% | Capital Advisors Inc |
| 12 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX | 7% | 1.92% | Ocean Park Asset Management, LLC |
| 13 | Jacob Small Cap Growth Fund · JSCGX, JSIGX | 7% | 2.96% | — |
| 14 | 13D Activist Fund · DDDAX, DDDCX, DDDIX | 7% | 1.51% | 13D Management LLC |
| 15 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX | 7% | 1.22% | MAI Capital Management, LLC |
| 16 | Winton Managed Futures Trend Fund · EVOAX, EVOCX, EVOIX, EVONX | 7% | 1.66% | Altegris Advisors, LLC |
| 17 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX | 7% | 1.45% | Ocean Park Asset Management, LLC |
| 18 | Arrow DWA Tactical: Macro Fund · DWTFX, DWTTX, DWTNX | 7% | 1.74% | Arrow Investment Advisors, LLC |
| 19 | Arrow Managed Futures Strategy Fund · MFTFX, MFTTX, MFTNX | 7% | 1.46% | Arrow Investment Advisors, LLC |
| 20 | Jacob Discovery Fund · JMCGX, JMIGX | 7% | 2.00% | — |
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