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 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX | 79% | 0.63% | Hartford Funds Management Company, LLC |
| 2 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX | 75% | 0.66% | Hartford Funds Management Company, LLC |
| 3 | CTIVP - Wellington Large Cap Value Fund diff. adviser | 75% | 0.62% | Columbia Management Investment Advisers, LLC |
| 4 | THE HARTFORD CAPITAL APPRECIATION FUND · ITHAX, HCACX, HCAYX, ITHIX, ITHRX, ITHSX, ITHTX, ITHVX, HCAFX | 31% | 0.70% | Hartford Funds Management Company, LLC |
| 5 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 30% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 6 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX | 30% | 0.64% | Hartford Funds Management Company, LLC |
| 7 | Transamerica Large Value Active ETF | 29% | — | — |
| 8 | JNL/WMC Equity Income Fund diff. adviser | 29% | 0.59% | Jackson National Asset Management, LLC |
| 9 | THRIVENT LARGE CAP VALUE FUND · AAUTX, TLVIX diff. adviser | 28% | 0.56% | Thrivent Asset Management, LLC |
| 10 | Guardian Equity Income VIP Fund diff. adviser | 28% | 0.55% | Park Avenue Institutional Advisers LLC |
| 11 | VY(R) INVESCO COMSTOCK PORTFOLIO · IVKAX, IVKIX, IVKSX, IVKTX diff. adviser | 27% | 0.70% | Voya Investments, LLC |
| 12 | EQ/Invesco Comstock Portfolio diff. adviser | 27% | 0.75% | Equitable Investment Management Group, LLC |
| 13 | Invesco Comstock Contrarian Equity ETF cheaper diff. adviser | 27% | 0.35% | Invesco Capital Management LLC |
| 14 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX diff. adviser | 27% | 0.47% | Invesco Advisers, Inc. |
| 15 | THRIVENT LARGE CAP VALUE PORTFOLIO diff. adviser | 27% | 0.63% | Thrivent Financial for Lutherans |
| 16 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 26% | 0.63% | Transamerica Asset Management, Inc. |
| 17 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 26% | 0.70% | New York Life Investment Management LLC |
| 18 | Invesco Comstock Portfolio diff. adviser | 26% | 0.57% | Brighthouse Investment Advisers, LLC |
| 19 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX diff. adviser | 26% | 0.69% | Voya Investments, LLC |
| 20 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 26% | 0.85% | SunAmerica Asset Management, LLC |
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