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 | Touchstone Strategic Trust-Touchstone Strategic Income Fund · TQPCX, TQPAX, TQPYX, TQPIX | 22% | 0.62% | Touchstone Advisors, Inc. |
| 2 | Touchstone ETF Trust-Touchstone Strategic Income ETF · SIO | 22% | 0.50% | Touchstone Advisors, Inc. |
| 3 | Unconstrained Bond Series · EXCPX, MNCPX, MUBWX cheaper diff. adviser | 6% | 0.06% | Manning & Napier Advisors, LLC |
| 4 | Global Atlantic Wellington Research Managed Risk Portfolio diff. adviser | 5% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 5 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 5% | 0.35% | — |
| 6 | K2 Alternative Strategies Fund · FAAAX, FASCX, FSKKX, FASRX, FABZX diff. adviser | 4% | 2.18% | K2/D&S Management Co., L.L.C |
| 7 | Pioneer High Income Fund, Inc. | 4% | — | — |
| 8 | Pioneer Diversified High Income Fund, Inc. | 4% | — | — |
| 9 | Franklin Lexington Private Markets Fund | 4% | — | — |
| 10 | 599 Fund LLC | 4% | — | — |
| 11 | Overseas Series · EXOSX, MNOSX, MNOZX cheaper diff. adviser | 4% | 0.06% | Manning & Napier Advisors, LLC |
| 12 | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund · CFSIX, PTSGX, TSNAX, TSNCX, TSNRX, CISGX | 4% | 0.68% | — |
| 13 | Touchstone Funds Group Trust-Touchstone Small Cap Fund · TSFAX, TSFCX, TSFYX, TSFIX | 4% | 0.92% | — |
| 14 | Polen Growth Fund · POLRX, POLIX diff. adviser | 4% | 0.97% | Polen Capital Management, L.L.C. |
| 15 | First Trust Managed Futures Strategy Fund · FMF diff. adviser | 4% | 0.99% | First Trust Advisors L.P. |
| 16 | First Trust Global Tactical Commodity Strategy Fund · FTGC diff. adviser | 4% | 0.98% | First Trust Advisors L.P. |
| 17 | Global Atlantic American Funds Managed Risk Portfolio diff. adviser | 4% | 1.18% | Global Atlantic Investment Advisors, LLC |
| 18 | Global Atlantic Select Advisor Managed Risk Portfolio diff. adviser | 4% | 1.16% | Global Atlantic Investment Advisors, LLC |
| 19 | Virtus KAR Emerging Markets Small-Cap Fund · VAESX, VCESX, VIESX, VRESX | 4% | 1.30% | — |
| 20 | First Trust Alternative Absolute Return Strategy ETF · FAAR diff. adviser | 4% | 0.97% | First Trust Advisors L.P. |
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