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 | FundX ETF · XCOR cheaper | 53% | 1.15% | — |
| 2 | FundX Flexible ETF · XFLX cheaper | 48% | 0.97% | — |
| 3 | FundX Aggressive ETF · XNAV | 31% | 1.27% | — |
| 4 | Advisors Capital Growth Fund · ACGRX | 15% | 1.96% | AC FUNDS LLC |
| 5 | Advisors Capital Tactical Fixed Income Fund · ACTIX | 14% | 2.03% | AC FUNDS LLC |
| 6 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper | 11% | 1.18% | HORIZON INVESTMENTS LLC. |
| 7 | iShares Yield Optimized Bond ETF · BYLD cheaper | 11% | 0.13% | BlackRock Fund Advisors |
| 8 | Free Market Fixed Income Fund · FMFIX cheaper | 10% | 0.64% | Matson Money, Inc. |
| 9 | Unlimited Hfnd Multi-strategy Return Tracker ETF · HFND cheaper | 10% | 1.07% | Tidal Investments LLC |
| 10 | Stringer Tactical Adaptive Risk Fund (formerly, Stringer Growth Fund) · SRGAX, SRGCX, SRGIX | 10% | 1.31% | Stringer Asset Management, LLC |
| 11 | Matson Money Fixed Income VI Fund · FMVFX cheaper | 10% | 0.86% | Matson Money, Inc. |
| 12 | Transamerica BlackRock iShares Edge 40 VP cheaper | 10% | 0.40% | Transamerica Asset Management, Inc. |
| 13 | EA Astoria Dynamic Core US Fixed Income ETF · AGGA cheaper | 9% | 0.55% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 9% | 0.35% | AssetMark Inc. |
| 15 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX cheaper | 9% | 0.77% | AssetMark Inc. |
| 16 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper | 9% | 0.65% | Tidal Investments LLC |
| 17 | Kensington Managed Income Fund · KAMIX, KAMCX, KAMAX | 8% | 1.66% | Kensington Asset Management, LLC |
| 18 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper | 8% | 0.48% | AssetMark Inc. |
| 19 | LVIP Vanguard Domestic Equity ETF Fund cheaper | 8% | 0.32% | Lincoln Financial Investments Corporation |
| 20 | NORTH SQUARE MULTI STRATEGY FUND · ORILX, PORYX | 8% | 1.33% | North Square Investments, LLC |
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