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 | MFS West Virginia Municipal Bond Fund · MFWVX, MBWVX, MWVIX, MPWVX cheaper diff. adviser | 7% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Align Alternative Access Fund | 4% | — | — |
| 3 | Monteagle Select Value Fund · MVEIX diff. adviser | 4% | 1.48% | Park Place Capital Corporation |
| 4 | Pinnacle Value Fund · PVFIX diff. adviser | 4% | 1.32% | Bertolet Capital, LLC |
| 5 | Changing Parameters Fund · CPMPX | 4% | 2.64% | — |
| 6 | APPLESEED FUND · APPLX, APPIX cheaper diff. adviser | 4% | 1.02% | Pekin Hardy Strauss Inc |
| 7 | Ancora Microcap Fund · ANCIX, ANCSX diff. adviser | 4% | 1.70% | Ancora Advisors LLC |
| 8 | IMS Strategic Income Fund · IMSIX diff. adviser | 4% | 2.02% | IMS Capital Management, Inc. |
| 9 | M3Sixty Income and Opportunity Fund · HROAX, HIOIX diff. adviser | 4% | 2.03% | M3Sixty Capital, LLC |
| 10 | Timber Point Alternative Income Fund · AAIFX, AIIFX diff. adviser | 4% | 2.02% | Timber Point Capital Management |
| 11 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 4% | 2.18% | Timber Point Capital Management |
| 12 | Rule One Fund · RULRX, RULIX diff. adviser | 4% | 2.35% | Rule One Partners, LLC |
| 13 | Curasset Capital Management Core Bond Fund · CMBVX, CMBEX, CMBIX, CMBAX cheaper diff. adviser | 4% | 0.36% | Curasset Capital Management, LLC |
| 14 | Curasset Capital Management Limited Term Income Fund · CMIVX, CMIAX, CMIFX, CMIIX cheaper diff. adviser | 4% | 0.44% | Curasset Capital Management, LLC |
| 15 | Philotimo Focused Growth & Income · PHLOX diff. adviser | 4% | 1.45% | KANEN WEALTH MANAGEMENT LLC |
| 16 | WesMark Small Company Fund · WMKSX | 4% | 1.23% | WESBANCO INVESTMENT DEPARTMENT |
| 17 | COMMONWEALTH REAL ESTATE SECURITIES FUND · CNREX diff. adviser | 3% | 2.63% | FCA Corp |
| 18 | IMS Capital Value Fund · IMSCX diff. adviser | 3% | 1.80% | IMS Capital Management, Inc. |
| 19 | Taylor Frigon Core Growth Fund · TFCGX diff. adviser | 3% | 1.45% | TAYLOR FRIGON CAPITAL MANAGEMENT, LLC |
| 20 | WesMark Balanced Fund · WMBLX | 3% | 1.30% | WESBANCO INVESTMENT DEPARTMENT |
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