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 | DSS AmericaFirst Alpha Trends Factor Fund · SBQAX, SBQIX, SBQUX cheaper | 50% | 1.99% | AmericaFirst Wealth Management, Inc. |
| 2 | DSS AmericaFirst Income Fund · AFPAX, AFPUX, AFPIX cheaper | 38% | 2.50% | AmericaFirst Wealth Management, Inc. |
| 3 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 16% | 0.70% | Touchstone Advisors, Inc. |
| 4 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 15% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 5 | BlackRock GA Dynamic Equity Fund cheaper diff. adviser | 14% | 0.47% | BlackRock Advisors, LLC |
| 6 | Centre American Select Equity Fund cheaper diff. adviser | 14% | 1.05% | Centre Asset Management, LLC |
| 7 | MM Equity Asset Fund cheaper | 14% | 0.28% | — |
| 8 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 14% | 0.74% | — |
| 9 | Azoria 500 Meritocracy ETF · SPXM cheaper | 13% | 0.47% | — |
| 10 | Milliman - Capital Group Hedged U.S. Growth Fund cheaper diff. adviser | 13% | 1.09% | Milliman Financial Risk Management LLC |
| 11 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX cheaper diff. adviser | 13% | 1.10% | Calamos Advisors LLC |
| 12 | Nuveen S&P 500 Buy-Write Income Fund | 13% | — | — |
| 13 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 13% | 0.55% | Transamerica Asset Management, Inc. |
| 14 | LargeCap S&P 500 Managed Volatility Index Account cheaper diff. adviser | 13% | 0.37% | Principal Global Investors, LLC |
| 15 | Amplify Thematic All-Stars ETF cheaper | 13% | 0.49% | — |
| 16 | Victory 500 Index VIP Series cheaper diff. adviser | 13% | 0.28% | Victory Capital Management Inc. |
| 17 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 13% | 0.71% | Voya Investments, LLC |
| 18 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
| 19 | SA T. Rowe Price Growth Stock Portfolio cheaper diff. adviser | 13% | 0.87% | SunAmerica Asset Management, LLC |
| 20 | Fidelity Advisor Large Cap Fund · FALAX, FLCCX, FALGX, FALIX, FIDLX cheaper diff. adviser | 13% | 0.70% | Fidelity Management & Research Company LLC |
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