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Fund comparison · from official SEC filings

AMAX vs BRGOX: how much do they overlap?

Adaptive Hedged Multi-Asset Income ETF and Global Opportunities Fund
Holdings overlap
29%
of assets, by weight
Shared positions
1
of 17 / 2 holdings
AMAX expense ratio
1.36%
net, per year
BRGOX expense ratio
1.63%
net, per year
Shared holdings
Company
AMAX
BRGOX
F
FIGXXFIDELITY INV MMKT GOVT-I
28.65%
39.10%
Only in AMAX
T
TLTISHARES 20+ YEAR TREASURY BD
17.78%
?
—RH Hedged Multi-Asse
14.51%
S
SPYSS SPDR S&P 500 ETF TRUST-US
11.21%
M
MSTRSTRATEGY INC
6.71%
I
IGLDFT VEST GOLD STRATEGY TARGET
6.37%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
5.40%
G
GDXVANECK GOLD MINERS ETF
4.24%
G
GOOYYIELDMAX GOOGL OPTION INCOME
1.12%
A
APLYYIELDMAX AAPL OPTION INCOME
0.88%
N
NVDYYIELDMAX NVDA OPTION INC ETF
0.74%
A
AMZYYIELDMAX AMAZN OPTION INCOME
0.72%
M
MSFOYIELDMAX MSFT OPTION IS ETF
0.67%
F
FBYYIELDMAX META OPTION YIELD
0.57%
C
CWALT 2006-28CB A15CWALT 2006-28CB A15
0.25%
A
AHM 2004-1 4M1AHM 2004-1 4M1
0.13%
C
CWALT 2005-J11 4A1CWALT 2005-J11 4A1
0.03%
Only in BRGOX
?
—JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
60.90%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.