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 | Port Street Quality Growth Fund · PSQGX diff. adviser | 32% | 0.97% | Port Street Investments, LLC |
| 2 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX diff. adviser | 29% | 0.65% | Morgan Stanley Investment Management Inc. |
| 3 | Independent Franchise Partners US Equity Fund · IFPUX diff. adviser | 29% | 0.67% | INDEPENDENT FRANCHISE PARTNERS LLP |
| 4 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 26% | 0.96% | Voya Investments, LLC |
| 5 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX diff. adviser | 26% | 0.83% | Morgan Stanley Investment Management Inc. |
| 6 | Sit Dividend Growth Fund · SDVGX, SDVSX diff. adviser | 24% | 0.70% | Sit Investment Associates, Inc. |
| 7 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 24% | 1.43% | Teton Advisors, LLC |
| 8 | Franklin ClearBridge Enhanced Income ETF · YLDE cheaper diff. adviser | 24% | 0.48% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 24% | 0.31% | AQR Capital Management, LLc |
| 10 | Capital Group Conservative Equity ETF · CGCV cheaper diff. adviser | 23% | 0.33% | Capital Research and Management Company |
| 11 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX diff. adviser | 23% | 0.55% | Westwood Management Corp. |
| 12 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 23% | 0.48% | Voya Investments, LLC |
| 13 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 23% | 1.87% | AC FUNDS LLC |
| 14 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 23% | 0.04% | BlackRock Fund Advisors |
| 15 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 23% | 0.99% | Advisors Preferred, LLC |
| 16 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 23% | 1.22% | AllianceBernstein L.P. |
| 17 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 22% | 0.54% | Columbia Management Investment Advisers, LLC |
| 18 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 22% | 0.08% | BlackRock Fund Advisors |
| 19 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 22% | 0.22% | Wellington Management Company LLP |
| 20 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 22% | 0.15% | Fidelity Management & Research Company LLC |
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