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 | Managed Volatility Fund · BRBPX | 76% | 0.95% | — |
| 2 | Metropolitan West Opportunistic High Income Credit Fund | 76% | 0.61% | — |
| 3 | TCW MetWest AlphaTrak 500 Fund | 17% | 0.46% | — |
| 4 | Leuthold Core Investment Fund | 15% | 1.34% | — |
| 5 | Leuthold Core ETF | 13% | 0.86% | — |
| 6 | Leuthold Global Fund | 13% | 1.95% | — |
| 7 | Wealthfront Risk Parity Fund | 11% | 0.25% | Wealthfront Strategies, LLC |
| 8 | Issachar Fund · LIONX, LIOTX | 3% | 3.23% | — |
| 9 | WSTCM CREDIT SELECT RISK-MANAGED FUND | 2% | 1.18% | — |
| 10 | Oberweis Emerging Markets Fund | 1% | 1.50% | — |
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