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 | WESTWOOD BROADMARK TACTICAL GROWTH FUND · FTGOX, FTGWX, FTAGX diff. adviser | 37% | 1.41% | Westwood Management Corp. |
| 2 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 12% | 1.81% | — |
| 3 | Mohr Sector Nav ETF · SNAV | 12% | 1.59% | — |
| 4 | Spectrum Active Advantage Fund · SAPEX diff. adviser | 11% | 2.99% | Advisors Preferred, LLC |
| 5 | Ocean Park Domestic ETF cheaper diff. adviser | 10% | 0.98% | Ocean Park Asset Management, LLC |
| 6 | Horizon Active Risk Assist Fund · ARAAX, ACRIX, ARANX cheaper diff. adviser | 8% | 1.15% | HORIZON INVESTMENTS LLC. |
| 7 | Wellington Shields All-Cap Fund · WSACX diff. adviser | 7% | 1.32% | CAPITAL MANAGEMENT ASSOCIATES INC |
| 8 | Baird Equity Opportunity Fund · BSVSX, BSVIX diff. adviser | 6% | 1.25% | Robert W. Baird & Co. Incorporated |
| 9 | SMI MULTI-STRATEGY FUND · SMILX diff. adviser | 6% | 1.71% | SMI Advisory Services, LLC |
| 10 | Potomac Tactical Opportunities Fund · CRTOX, SDTOX diff. adviser | 6% | 1.74% | Potomac Fund Management, Inc. |
| 11 | Active/Passive Very Aggressive Portfolio cheaper diff. adviser | 5% | 0.66% | Mason Street Advisors, LLC |
| 12 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 5% | 2.18% | Timber Point Capital Management |
| 13 | Angel Oak Income ETF · CARY cheaper diff. adviser | 5% | 0.79% | Angel Oak Capital Advisors, LLC |
| 14 | Angel Oak Strategic Credit Fund | 5% | — | — |
| 15 | Baird Chautauqua Global Growth Fund · CCGSX, CCGIX cheaper diff. adviser | 5% | 0.80% | Robert W. Baird & Co. Incorporated |
| 16 | CANTERBURY PORTFOLIO THERMOSTAT FUND · CAPTX, CAPPX diff. adviser | 5% | 4.37% | Canterbury Investment Management, LLC |
| 17 | Horizon Active Asset Allocation Fund · HASAX, HASIX, AAANX diff. adviser | 4% | 1.21% | HORIZON INVESTMENTS LLC. |
| 18 | WESTWOOD MULTI-ASSET INCOME FUND · WHGHX, WSDAX, WWHCX cheaper diff. adviser | 4% | 0.27% | Westwood Management Corp. |
| 19 | Active/Passive Aggressive Portfolio cheaper diff. adviser | 4% | 0.64% | Mason Street Advisors, LLC |
| 20 | Alexis Practical Tactical ETF · LEXI cheaper diff. adviser | 4% | 1.00% | Alexis Investment Partners, LLC |
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