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 | Ocean Park Tactical Bond Fund cheaper diff. adviser | 19% | 1.61% | Ocean Park Asset Management, LLC |
| 2 | Changing Parameters Fund · CPMPX | 19% | 2.64% | — |
| 3 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX cheaper diff. adviser | 19% | 1.66% | Kensington Asset Management, LLC |
| 4 | Redwood AlphaFactor Tactical International Fund · RWILX, RWINX cheaper | 14% | 1.50% | Redwood Investment Management, LLC |
| 5 | Redwood Systematic Macro Trend Fund · RWSIX, RWSNX cheaper | 13% | 1.24% | Redwood Investment Management, LLC |
| 6 | Redwood Managed Municipal Income Fund · RWMIX, RWMNX cheaper | 13% | 1.64% | Redwood Investment Management, LLC |
| 7 | Lord Abbett Multi-Asset Income Fund · ISFAX, ISFCX, ISFYX, LIGFX, LIGQX, LIXRX, LIXSX, LIXTX, LIXVX, ISFOX cheaper diff. adviser | 9% | 0.85% | Lord, Abbett & Co. LLC |
| 8 | Lord Abbett Multi-Asset Balanced Opportunity Fund · LABYX, LABFX, BFLAX, LABPX, BLAFX, BLAQX, BLARX, BLASX, BLATX, BLAVX, LOBFX cheaper diff. adviser | 6% | 0.88% | Lord, Abbett & Co. LLC |
| 9 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper diff. adviser | 2% | 0.35% | AssetMark Inc. |
| 10 | The E-Valuator Very Conservative (0%-15%) RMS Fund · EVVLX, EVVCX cheaper diff. adviser | 2% | 1.09% | Systelligence, LLC |
| 11 | The E-Valuator Conservative (15%-30%) RMS Fund · EVCLX, EVFCX cheaper diff. adviser | 2% | 1.02% | Systelligence, LLC |
| 12 | Ocean Park Tactical Risk Spectrum 50 Fund cheaper diff. adviser | 1% | 1.69% | Ocean Park Asset Management, LLC |
| 13 | Ocean Park Tactical Risk Spectrum 30 Fund cheaper diff. adviser | 1% | 1.77% | Ocean Park Asset Management, LLC |
| 14 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX cheaper diff. adviser | 1% | 1.08% | Systelligence, LLC |
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