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 | Virtus KAR Developing Markets Fund · VDMCX, VIDMX, VDMRX, VDMAX cheaper | 67% | 1.03% | — |
| 2 | Virtus KAR International Small-Mid Cap Fund · VISAX, VCISX, VIISX, VRISX cheaper | 37% | 1.08% | — |
| 3 | Virtus KAR Global Small-Cap Fund · RGSAX, RGSCX, DGSCX cheaper | 24% | 1.28% | Virtus Investment Advisers, LLC |
| 4 | JNL Multi-Manager Emerging Markets Equity Fund cheaper | 15% | 0.93% | Jackson National Asset Management, LLC |
| 5 | Virtus AlphaSimplex Global Alternatives Fund · GAFCX, GAFYX, GAFNX, GAFAX cheaper | 9% | 1.24% | Virtus Alternative Investment Advisers, LLC |
| 6 | Pioneer High Income Fund, Inc. | 9% | — | — |
| 7 | Pioneer Diversified High Income Fund, Inc. | 9% | — | — |
| 8 | 599 Fund LLC | 9% | — | — |
| 9 | First Trust Managed Futures Strategy Fund · FMF cheaper | 9% | 0.99% | First Trust Advisors L.P. |
| 10 | First Trust Global Tactical Commodity Strategy Fund · FTGC cheaper | 9% | 0.98% | First Trust Advisors L.P. |
| 11 | First Trust Alternative Absolute Return Strategy ETF · FAAR cheaper | 9% | 0.97% | First Trust Advisors L.P. |
| 12 | Princeton Premium Fund | 9% | 1.96% | PRINCETON FUND ADVISORS, LLC |
| 13 | First Trust Merger Arbitrage ETF · MARB | 9% | 1.69% | First Trust Advisors L.P. |
| 14 | Defiance Leveraged Long Plus Income MSTR ETF · MST | 9% | 1.31% | — |
| 15 | FT Vest Laddered Autocallable Barrier & Income ETF · ACYN cheaper | 9% | 0.75% | — |
| 16 | First Trust Enhanced Stocks, Bonds & Gold ETF · ESBG cheaper | 9% | 0.95% | — |
| 17 | Virtus AlphaSimplex Managed Futures Strategy Fund · AMFNX, AMFAX, ASFCX, ASFYX | 8% | 1.33% | Virtus Alternative Investment Advisers, LLC |
| 18 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX cheaper | 8% | 0.60% | — |
| 19 | Virtus Tactical Allocation Series cheaper | 8% | 0.95% | Virtus Investment Advisers, LLC |
| 20 | K2 Alternative Strategies Fund · FAAAX, FASCX, FSKKX, FASRX, FABZX | 7% | 2.18% | K2/D&S Management Co., L.L.C |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.