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 | High Income Securities Fund | 7% | — | — |
| 2 | CrossingBridge Pre-Merger SPAC ETF · CUSD cheaper | 6% | 0.81% | — |
| 3 | The Merger Fund · MERFX, MERIX diff. adviser | 3% | 1.27% | Virtus Investment Advisers, LLC |
| 4 | The Merger Fund VL · MERVX diff. adviser | 3% | 1.54% | Virtus Investment Advisers, LLC |
| 5 | Virtus Westchester Credit Event Fund · WCFIX, WCFRX diff. adviser | 3% | 1.58% | Virtus Investment Advisers, LLC |
| 6 | CrossingBridge Low Duration High Income Fund · CBLVX, CBLDX | 2% | 0.86% | — |
| 7 | Virtus Westchester Event-Driven Fund · WCERX, WCEIX diff. adviser | 1% | 1.60% | Virtus Investment Advisers, LLC |
| 8 | JNL/Westchester Capital Event Driven Fund diff. adviser | 1% | 1.65% | Jackson National Asset Management, LLC |
| 9 | RiverPark Strategic Income Fund · RSIIX, RSIVX | 1% | 1.00% | — |
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