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 | AMG Systematica Managed Futures Strategy Fund · SMFZX, SMFNX, SMFIX cheaper | 99% | 1.10% | — |
| 2 | AMG River Road Small Cap Value Fund · ARSVX, ARSIX, ARZMX cheaper | 10% | 1.00% | AMG Funds LLC |
| 3 | AMG GW&K Municipal Enhanced SMA Shares · MESHX cheaper | 6% | 0.00% | AMG Funds LLC |
| 4 | AMG River Road Small-Mid Cap Value Fund · ARSMX, ARIMX, ARSZX cheaper | 4% | 0.97% | AMG Funds LLC |
| 5 | AMG GW&K Municipal Bond Fund · GWMIX, GWMTX cheaper | 4% | 0.39% | AMG Funds LLC |
| 6 | AMG GW&K International Small Cap Fund · MECAX, MECIX, MECZX cheaper | 4% | 0.89% | AMG Funds LLC |
| 7 | AMG Yacktman Fund · YACKX cheaper | 4% | 0.62% | AMG Funds LLC |
| 8 | AMG Yacktman Focused Fund · YAFFX, YAFIX cheaper | 3% | 1.07% | AMG Funds LLC |
| 9 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX cheaper | 3% | 0.90% | AMG Funds LLC |
| 10 | AMG GW&K Muni Income ETF · MUNX cheaper | 3% | 0.29% | AMG Funds LLC |
| 11 | AMG River Road Mid Cap Value Fund · CHTTX, ABMIX, ABIZX cheaper | 2% | 0.76% | AMG Funds LLC |
| 12 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper | 2% | 0.67% | AMG Funds LLC |
| 13 | AMG GW&K Municipal Enhanced Yield Fund · GWMEX, GWMNX, GWMZX cheaper | 2% | 0.59% | AMG Funds LLC |
| 14 | AMG River Road Focused Absolute Value Fund · AFAVX, ARRFX, ARRZX cheaper | 2% | 0.78% | AMG Funds LLC |
| 15 | Virtus AlphaSimplex Managed Futures Strategy Fund · AMFNX, AMFAX, ASFCX, ASFYX | 2% | 1.33% | Virtus Alternative Investment Advisers, LLC |
| 16 | Multi-Hedge Strategies Fund | 1% | 1.82% | Security Investors, LLC |
| 17 | Dodge & Cox Emerging Markets Stock Fund · DODEX cheaper | 1% | 0.70% | Dodge & Cox |
| 18 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX cheaper | 1% | 0.90% | AMG Funds LLC |
| 19 | First Trust Managed Futures Strategy Fund · FMF cheaper | 1% | 0.99% | First Trust Advisors L.P. |
| 20 | Multi-Hedge Strategies Fund · RYMSX, RYMQX, RYMRX, RYIMX | 1% | 1.81% | Security Investors, LLC |
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