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 | TFA AlphaGen Growth Fund · TFAGX cheaper | 50% | 2.44% | Tactical Fund Advisors, LLC |
| 2 | Tactical Growth Allocation Fund · TFAFX cheaper | 36% | 2.64% | Tactical Fund Advisors, LLC |
| 3 | VOLUMETRIC FUND · VOLMX diff. adviser | 14% | — | Volumetric Advisers, Inc. |
| 4 | Reynolds Blue Chip Growth Fund · RBCGX cheaper diff. adviser | 12% | 2.01% | Reynolds Capital Management, LLC |
| 5 | AUER GROWTH · AUERX cheaper diff. adviser | 12% | 2.05% | SBAuer Funds LLC |
| 6 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND cheaper diff. adviser | 12% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 7 | Dunham Monthly Distribution Fund · DAMDX, DCMDX, DNMDX cheaper diff. adviser | 11% | 2.03% | Dunham & Associates Investment Counsel, Inc. |
| 8 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 11% | 0.57% | First Trust Advisors L.P. |
| 9 | Global Opportunities Fund · BRGOX cheaper diff. adviser | 11% | 1.63% | Bridgeway Capital Management, LLC |
| 10 | Bluerock Private Real Estate Fund | 11% | — | — |
| 11 | StepStone Private Equity Strategies Fund | 11% | — | — |
| 12 | MH Elite Select Portfolio of Funds · MHESX cheaper diff. adviser | 11% | 2.07% | MH Investment Management, Inc. |
| 13 | OnTrack Core Fund · OTRFX, OTRGX diff. adviser | 11% | 3.38% | Advisors Preferred, LLC |
| 14 | BTS Tactical Fixed Income Fund · BTFAX, BTFCX, BTFIX, BTFRX cheaper diff. adviser | 11% | 1.84% | BTS Asset Management, Inc. |
| 15 | The Gold Bullion Strategy Fund · QGLDX, QGLAX, QGLCX cheaper diff. adviser | 11% | 1.50% | Advisors Preferred, LLC |
| 16 | The Gold Bullion Strategy Portfolio cheaper diff. adviser | 11% | 1.63% | Advisors Preferred, LLC |
| 17 | Quantified Alternative Investment Fund · QALTX, QALAX cheaper | 11% | 2.41% | — |
| 18 | Spectrum Low Volatility Fund · SVARX, SVASX diff. adviser | 11% | 2.81% | Advisors Preferred, LLC |
| 19 | Quantified STF Fund · QSTAX, QSTFX cheaper | 11% | 1.73% | — |
| 20 | AlphaCentric Premium Opportunity Fund · HMXAX, HMXCX, HMXIX cheaper diff. adviser | 11% | 2.03% | AlphaCentric Advisors LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.