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 | PFG US Equity Index Fund diff. adviser | 15% | 2.00% | Pacific Financial Group, LLC |
| 2 | Advisors Capital Growth Fund · ACGRX diff. adviser | 15% | 1.96% | AC FUNDS LLC |
| 3 | Bluemonte Large Cap Growth ETF · BLGR cheaper | 13% | 0.24% | — |
| 4 | Frontier Asset Total International Equity ETF · FINT cheaper diff. adviser | 13% | 0.87% | Frontier Asset Management, LLC |
| 5 | PSF Avantis Balanced Allocation Portfolio cheaper diff. adviser | 13% | 0.45% | Pacific Life Fund Advisors LLC |
| 6 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 12% | 1.49% | — |
| 7 | Beacon Dynamic Allocation Fund | 12% | 1.70% | — |
| 8 | FundX ETF · XCOR cheaper | 12% | 1.15% | — |
| 9 | Absolute Capital Defender Fund · ACMAX, ACMIX, ACMDX diff. adviser | 12% | 1.86% | Absolute Capital Management, LLC |
| 10 | SA BlackRock Multi-Factor 70/30 Portfolio cheaper diff. adviser | 12% | 0.51% | SunAmerica Asset Management, LLC |
| 11 | SGI Dynamic Tactical ETF · DYTA diff. adviser | 11% | 1.32% | Summit Global Investment, LLC |
| 12 | FundX Conservative ETF · XRLX cheaper | 10% | 1.20% | — |
| 13 | PeakShares Sector Rotation ETF cheaper diff. adviser | 9% | 1.07% | PeakShares, LLC |
| 14 | Tactical Dividend & Momentum Fund · HTDAX, HTDCX, HTDIX, HTDRX diff. adviser | 8% | 1.62% | Hanlon Investment Management, Inc. |
| 15 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper diff. adviser | 8% | 1.18% | HORIZON INVESTMENTS LLC. |
| 16 | IDX Dynamic Fixed Income ETF · DYFI cheaper diff. adviser | 8% | 1.13% | IDX Advisors, LLC |
| 17 | Absolute Capital Asset Allocator Fund · AAMAX, AAMIX, AAMCX diff. adviser | 8% | 1.57% | Absolute Capital Management, LLC |
| 18 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX cheaper diff. adviser | 8% | 0.73% | Goldman Sachs Asset Management, L.P. |
| 19 | Dynamic Alpha Macro Fund | 8% | 1.81% | — |
| 20 | Alexis Practical Tactical ETF · LEXI cheaper diff. adviser | 7% | 1.00% | Alexis Investment Partners, LLC |
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