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 | Dunham U.S. Enhanced Market Fund diff. adviser | 44% | 1.30% | Dunham & Associates Investment Counsel, Inc. |
| 2 | BTS Tactical Fixed Income Fund · BTFAX, BTFCX, BTFIX, BTFRX diff. adviser | 39% | 1.84% | BTS Asset Management, Inc. |
| 3 | The Gold Bullion Strategy Fund · QGLDX, QGLAX, QGLCX diff. adviser | 39% | 1.50% | Advisors Preferred, LLC |
| 4 | Quantified STF Fund · QSTAX, QSTFX | 39% | 1.73% | — |
| 5 | Quantified Pattern Recognition Fund · QSPMX, QSPAX | 39% | 1.79% | — |
| 6 | Quantified Tactical Fixed Income Fund · QFITX, QTSAX | 39% | 1.79% | — |
| 7 | Quantified Government Income Tactical Fund · QGITX, QGATX | 39% | 1.81% | — |
| 8 | Quantified Eckhardt Managed Futures Strategy Fund | 39% | 1.72% | — |
| 9 | Global Opportunities Fund · BRGOX diff. adviser | 34% | 1.63% | Bridgeway Capital Management, LLC |
| 10 | Matisse Discounted Bond CEF Strategy · MDFIX diff. adviser | 32% | 2.42% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 11 | BTS Managed Income Fund · BTSAX, BTSCX, BTSIX, BTSRX diff. adviser | 31% | 1.88% | BTS Asset Management, Inc. |
| 12 | Quantified Evolution Plus Fund · QEVOX, QEVAX | 30% | 1.83% | — |
| 13 | Virtus AlphaSimplex Managed Futures ETF · ASMF diff. adviser | 27% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 14 | VOLUMETRIC FUND · VOLMX diff. adviser | 23% | — | Volumetric Advisers, Inc. |
| 15 | Rareview Government Money Market ETF | 22% | — | — |
| 16 | Princeton Adaptive Premium Fund diff. adviser | 21% | 1.58% | PRINCETON FUND ADVISORS, LLC |
| 17 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX diff. adviser | 19% | 2.03% | AlphaCentric Advisors LLC |
| 18 | MH Elite Select Portfolio of Funds · MHESX diff. adviser | 17% | 2.07% | MH Investment Management, Inc. |
| 19 | OnTrack Core Fund · OTRFX, OTRGX diff. adviser | 17% | 3.38% | Advisors Preferred, LLC |
| 20 | International Income Portfolio diff. adviser | 17% | — | Boston Management and Research |
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