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 | Medalist Partners MBS Total Return Fund · SEMMX, SEMPX, SEMOX | 19% | 0.89% | Medalist Partners LP |
| 2 | Q3 All-Season Tactical Advantage ETF | 7% | 1.78% | — |
| 3 | Axonic Strategic Income Fund diff. adviser | 7% | 1.03% | Axonic Capital LLC |
| 4 | Strive Enhanced Income Short Maturity ETF · BUXX cheaper diff. adviser | 6% | 0.26% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | HERZFELD CREDIT INCOME FUND, INC | 6% | — | — |
| 6 | XAI Madison Equity Premium Income Fund | 6% | — | — |
| 7 | Axonic Alternative Income Fund | 6% | — | — |
| 8 | USVC Venture Capital Access Fund | 6% | — | — |
| 9 | TCW Spirit Direct Lending LLC | 6% | — | — |
| 10 | Sardis Credit Opportunities Fund | 6% | — | — |
| 11 | Privacore VPC Asset Backed Credit Fund | 6% | — | — |
| 12 | IDA Private Access Fund | 6% | — | — |
| 13 | Robinhood Ventures Fund I | 6% | — | — |
| 14 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 6% | 2.01% | Reynolds Capital Management, LLC |
| 15 | Capital Advisors Growth Fund · CIAOX diff. adviser | 6% | 0.96% | Capital Advisors Inc |
| 16 | Ocean Park Tactical All Asset Fund · SIRAX, SIRIX, SIRRX, SIRCX, SIRZX, SIRJX diff. adviser | 6% | 1.92% | Ocean Park Asset Management, LLC |
| 17 | Jacob Small Cap Growth Fund · JSCGX, JSIGX | 6% | 2.96% | — |
| 18 | 13D Activist Fund · DDDAX, DDDCX, DDDIX diff. adviser | 6% | 1.51% | 13D Management LLC |
| 19 | MAI MANAGED VOLATILITY FUND · MAIPX, DIVPX diff. adviser | 6% | 1.22% | MAI Capital Management, LLC |
| 20 | Winton Managed Futures Trend Fund · EVOAX, EVOCX, EVOIX, EVONX diff. adviser | 6% | 1.66% | Altegris Advisors, LLC |
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