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 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper | 38% | 0.54% | Columbia Management Investment Advisers, LLC |
| 2 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 3 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 36% | 0.43% | Voya Investments, LLC |
| 4 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 35% | 0.53% | T. Rowe Price Associates, Inc. |
| 5 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper diff. adviser | 32% | 0.44% | PGIM INVESTMENTS LLC |
| 6 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX diff. adviser | 32% | 0.71% | Fidelity Management & Research Company LLC |
| 7 | Domestic Equity Portfolio cheaper diff. adviser | 32% | 0.50% | Mason Street Advisors, LLC |
| 8 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper diff. adviser | 32% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Putnam Large Cap Value Fund · PEYAX, PEQNX, PEQCX, PEQRX, PEIYX cheaper diff. adviser | 32% | 0.52% | Putnam Investment Management, LLC |
| 10 | Value Portfolio diff. adviser | 32% | 0.66% | Pacific Life Fund Advisors LLC |
| 11 | Putnam VT Large Cap Value Fund cheaper diff. adviser | 32% | 0.55% | Putnam Investment Management, LLC |
| 12 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX diff. adviser | 32% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 13 | PSF PGIM Jennison Value Portfolio cheaper diff. adviser | 31% | 0.42% | PGIM INVESTMENTS LLC |
| 14 | Empower Large Cap Value Fund · MXEQX, MXVHX, MXHAX cheaper diff. adviser | 31% | 0.61% | Empower Capital Management, LLC |
| 15 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 31% | 0.30% | — |
| 16 | Value Fund · HOVLX cheaper diff. adviser | 31% | 0.62% | Homestead Advisers Corp. |
| 17 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 31% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 18 | Multi-Manager Value Strategies Fund · CZMVX cheaper | 31% | 0.61% | Columbia Management Investment Advisers, LLC |
| 19 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 30% | 0.00% | Teachers Advisors, LLC |
| 20 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 30% | 0.92% | Macquarie Investment Management Business Trust |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.