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 | Al Frank Fund · VALAX diff. adviser | 24% | 1.24% | Kovitz Investment Group Partners, LLC |
| 2 | Quantified Pattern Recognition Fund · QSPMX, QSPAX | 23% | 1.79% | — |
| 3 | BTS Tactical Fixed Income Fund · BTFAX, BTFCX, BTFIX, BTFRX diff. adviser | 23% | 1.84% | BTS Asset Management, Inc. |
| 4 | The Gold Bullion Strategy Fund · QGLDX, QGLAX, QGLCX diff. adviser | 23% | 1.50% | Advisors Preferred, LLC |
| 5 | Quantified STF Fund · QSTAX, QSTFX | 23% | 1.73% | — |
| 6 | BTS Managed Income Fund · BTSAX, BTSCX, BTSIX, BTSRX diff. adviser | 23% | 1.88% | BTS Asset Management, Inc. |
| 7 | Matisse Discounted Bond CEF Strategy · MDFIX diff. adviser | 23% | 2.42% | Deschutes Portfolio Strategy, LLC d/b/a Matisse Capital |
| 8 | Quantified Evolution Plus Fund · QEVOX, QEVAX | 23% | 1.83% | — |
| 9 | Quantified Tactical Fixed Income Fund · QFITX, QTSAX | 23% | 1.79% | — |
| 10 | Quantified Government Income Tactical Fund · QGITX, QGATX | 23% | 1.81% | — |
| 11 | Dunham U.S. Enhanced Market Fund diff. adviser | 23% | 1.30% | Dunham & Associates Investment Counsel, Inc. |
| 12 | Wisdom Short Term Government Fund · SLWTX diff. adviser | 23% | 0.23% | Wisdom Fixed Income Management, LLC |
| 13 | Quantified Eckhardt Managed Futures Strategy Fund | 23% | 1.72% | — |
| 14 | Global Opportunities Fund · BRGOX diff. adviser | 23% | 1.63% | Bridgeway Capital Management, LLC |
| 15 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX diff. adviser | 22% | 0.65% | Payden & Rygel |
| 16 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 22% | 1.00% | Boston Common Asset Management, LLC |
| 17 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX diff. adviser | 21% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 18 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX diff. adviser | 21% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | First Trust Rising Dividend Achievers ETF · RDVY | 21% | 0.47% | — |
| 20 | Dakota Active Equity ETF · DAK | 21% | 0.43% | — |
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