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 | PFG Active Core Bond Strategy Fund · PFDOX diff. adviser | 16% | 2.86% | Pacific Financial Group, LLC |
| 2 | Hundredfold Select Alternative Fund · SFHYX, HFSAX diff. adviser | 16% | 2.02% | Advisors Preferred, LLC |
| 3 | PIMCO Balanced Allocation Portfolio · PIMGMVA cheaper diff. adviser | 12% | 0.90% | Pacific Investment Management Company LLC |
| 4 | PIMCO REALPATH Blend Income Fund · PBRNX, PBRAX cheaper diff. adviser | 11% | 0.76% | Pacific Investment Management Company LLC |
| 5 | PIMCO Global Core Asset Allocation Fund · PGMAX, PGMCX, PGAPX, PGAIX cheaper diff. adviser | 9% | 1.11% | Pacific Investment Management Company LLC |
| 6 | PIMCO Global Managed Asset Allocation Portfolio · VPVGMMV, VPVGMVV, PVGMAPI cheaper diff. adviser | 9% | 1.03% | Pacific Investment Management Company LLC |
| 7 | PIMCO REALPATH Blend 2030 Fund · PBPNX, PBPAX cheaper diff. adviser | 8% | 0.64% | Pacific Investment Management Company LLC |
| 8 | Morningstar Global Income Fund · MSTGX cheaper diff. adviser | 6% | 0.74% | Morningstar Investment Management LLC |
| 9 | Quadratic Deflation ETF · BNDD cheaper diff. adviser | 6% | 1.02% | Krane Funds Advisors, LLC |
| 10 | Atac Rotation Fund diff. adviser | 6% | — | Tidal Investments LLC |
| 11 | PIMCO REALPATH Blend 2035 Fund · PDGZX, PDGAX cheaper diff. adviser | 6% | 0.51% | Pacific Investment Management Company LLC |
| 12 | Defined Duration 10 ETF · DDX cheaper | 6% | 0.25% | — |
| 13 | MH Elite Income Fund of Funds · MHEIX diff. adviser | 6% | 1.86% | MH Investment Management, Inc. |
| 14 | PIMCO Global Diversified Allocation Portfolio · PIMGDAA, PIMGDAD diff. adviser | 5% | 1.18% | Pacific Investment Management Company LLC |
| 15 | GMO Multi-Asset Credit Fund · GMRQX, GMIQX, GMCHX cheaper | 5% | 0.50% | — |
| 16 | Kensington Credit Opportunities ETF · KAMO cheaper diff. adviser | 5% | 0.94% | Kensington Asset Management, LLC |
| 17 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 5% | 1.97% | RESQ Investment Partners, LLC |
| 18 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX cheaper diff. adviser | 4% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 19 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 4% | 0.44% | — |
| 20 | JPMorgan Research Market Neutral Fund · JMNAX, JMNCX, JMNSX diff. adviser | 4% | 2.33% | J.P. Morgan Investment Management, Inc. |
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