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 | LVIP Franklin Templeton Multi-Asset Opportunities Fund | 25% | 0.84% | — |
| 2 | PFG Balanced Strategy Fund | 18% | — | — |
| 3 | VanEck NDR Managed Allocation Fund | 11% | — | — |
| 4 | Great Lakes Bond Fund | 7% | — | — |
| 5 | Trend Aggregation Conservative ETF | 7% | — | — |
| 6 | Global X TargetIncome 5 ETF | 5% | — | — |
| 7 | Global X TargetIncome Plus 2 ETF | 5% | — | — |
| 8 | Arrow DWA Tactical: Income Fund | 5% | — | — |
| 9 | Adaptive Tactical Outlook Fund | 5% | — | — |
| 10 | Fat Tail Risk ETF | 5% | — | — |
| 11 | Tactical Growth Allocation Fund | 4% | — | — |
| 12 | Tactical Conservative Allocation Fund | 4% | — | — |
| 13 | Guggenheim Enhanced Equity Income Fund | 4% | — | — |
| 14 | SA PGI Asset Allocation Portfolio | 4% | — | — |
| 15 | Stadion Tactical Defensive Fund | 4% | — | — |
| 16 | Stadion Tactical Growth Fund | 4% | — | — |
| 17 | Kensington Dynamic Growth Fund | 4% | 1.58% | — |
| 18 | Tactical Moderate Allocation Fund | 4% | — | — |
| 19 | James Alpha Family Office Fund | 3% | — | — |
| 20 | Hancock Horizon Dynamic Asset Allocation Fund | 3% | — | — |
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