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 | SMI MULTI-STRATEGY FUND · SMILX | 42% | 1.71% | SMI Advisory Services, LLC |
| 2 | 3EDGE Dynamic Hard Assets ETF · EDGH cheaper | 12% | 1.01% | — |
| 3 | MH Elite Small Cap Fund of Funds · MHELX diff. adviser | 11% | 2.13% | MH Investment Management, Inc. |
| 4 | Aristotle Portfolio Optimization Growth Fund · PODCX, PODAX, PMADX cheaper diff. adviser | 10% | 0.86% | Aristotle Investment Services, LLC |
| 5 | First Trust Dorsey Wright DALI Equity ETF · DALI cheaper diff. adviser | 10% | 0.90% | First Trust Advisors L.P. |
| 6 | Cambria Global Asset Allocation ETF · GAA cheaper diff. adviser | 10% | 0.40% | Cambria Investment Management, L.P. |
| 7 | PlanRock Alternative Growth ETF · PRAE cheaper diff. adviser | 9% | 1.49% | PlanRock Investments, LLC |
| 8 | Aristotle Portfolio Optimization Aggressive Growth Fund · POCEX, POEAX, POEDX cheaper diff. adviser | 9% | 0.87% | Aristotle Investment Services, LLC |
| 9 | Aristotle Portfolio Optimization Moderate Fund · POCAX, POMDX, POMCX cheaper diff. adviser | 9% | 0.87% | Aristotle Investment Services, LLC |
| 10 | Cambria Global Momentum ETF · GMOM cheaper diff. adviser | 8% | 1.01% | Cambria Investment Management, L.P. |
| 11 | Cambria Trinity ETF · TRTY cheaper diff. adviser | 8% | 0.46% | Cambria Investment Management, L.P. |
| 12 | Aristotle Portfolio Optimization Moderate Conservative Fund · POBAX, POBCX, PMCDX cheaper diff. adviser | 6% | 0.85% | Aristotle Investment Services, LLC |
| 13 | First Trust Dorsey Wright Tactical Core Portfolio cheaper diff. adviser | 6% | 1.05% | First Trust Advisors L.P. |
| 14 | Cambria Endowment Style ETF · ENDW cheaper diff. adviser | 5% | 0.22% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | AlphaCentric Symmetry Strategy Fund · SYMIX, SYMAX, SYMCX diff. adviser | 5% | 1.72% | AlphaCentric Advisors LLC |
| 16 | Quantified Market Leaders Fund · QMLFX, QMLAX cheaper | 4% | 1.53% | — |
| 17 | Aristotle Portfolio Optimization Conservative Fund · POACX, POAAX, PLCDX cheaper diff. adviser | 3% | 0.83% | Aristotle Investment Services, LLC |
| 18 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 2% | 0.60% | MML Investment Advisers, LLC |
| 19 | AST Aggressive Asset Allocation Portfolio cheaper diff. adviser | 2% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 20 | AST Large-Cap Value Portfolio cheaper diff. adviser | 2% | 0.79% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
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