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 | Optima Strategic Credit Fund · OSCFX, OPTCX | 23% | 1.98% | — |
| 2 | AXS Adaptive Plus Fund · AXSPX, AXSVX | 20% | 1.99% | — |
| 3 | AXS Income Opportunities Fund · OIOIX, OIOAX, OIODX | 17% | 2.17% | — |
| 4 | TOPS Conservative ETF Portfolio cheaper | 16% | 0.31% | Valmark Advisers, Inc. |
| 5 | WAVELENGTH FUND · WAVLX cheaper | 15% | 1.26% | Wavelength Capital Management, LLC |
| 6 | JNL/Vanguard Moderate ETF Allocation Fund cheaper | 15% | 0.27% | Jackson National Asset Management, LLC |
| 7 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX | 14% | 1.97% | RESQ Investment Partners, LLC |
| 8 | Kensington Credit Opportunities ETF · KAMO cheaper | 14% | 0.94% | Kensington Asset Management, LLC |
| 9 | Chesapeake Trend-Following Fixed Income ETF · TFFI cheaper | 14% | 1.01% | — |
| 10 | BTS Managed Income Fund · BTSAX, BTSCX, BTSIX, BTSRX cheaper | 13% | 1.88% | BTS Asset Management, Inc. |
| 11 | TOPS Balanced ETF Portfolio cheaper | 13% | 0.30% | Valmark Advisers, Inc. |
| 12 | Goldman Sachs Multi-Strategy Alternatives Fund · GMAMX, GMCMX, GSMMX, GIMMX, GMMFX, GMMPX cheaper | 13% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 13 | TOPS Managed Risk Balanced ETF Portfolio cheaper | 12% | 0.51% | Valmark Advisers, Inc. |
| 14 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper | 12% | 0.27% | Jackson National Asset Management, LLC |
| 15 | Quantified Managed Income Fund · QBDSX, QBDAX cheaper | 12% | 1.60% | — |
| 16 | NYLI VP Hedge Multi-Strategy Portfolio cheaper | 12% | 1.08% | New York Life Investment Management LLC |
| 17 | TOPS Managed Risk Flex ETF Portfolio cheaper | 11% | 0.95% | Valmark Advisers, Inc. |
| 18 | Atlas America Fund · USAF cheaper | 10% | 0.89% | Atlas Capital Team, Inc. |
| 19 | NYLI Hedge Multi-Strategy Tracker ETF · QAI cheaper | 10% | 0.88% | New York Life Investment Management LLC |
| 20 | Goldman Sachs Absolute Return Tracker Fund · GARTX, GCRTX, GJRTX, GRRTX, GSRTX, GARUX, GSGPX cheaper | 9% | 0.73% | Goldman Sachs Asset Management, L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.