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 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 36% | 0.90% | Calamos Advisors LLC |
| 2 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 35% | 0.68% | SunAmerica Asset Management, LLC |
| 3 | MFS Investors Trust Series cheaper diff. adviser | 35% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper diff. adviser | 35% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | NYLI VP MFS Investors Trust Portfolio cheaper diff. adviser | 34% | 0.74% | New York Life Investment Management LLC |
| 6 | Aristotle Core Equity Fund · ARILX, AILLX, ARALX cheaper diff. adviser | 34% | 0.65% | Aristotle Investment Services, LLC |
| 7 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 33% | 0.99% | Advisors Preferred, LLC |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 33% | — | — |
| 9 | Hedgeye Quality Growth ETF · HGRO cheaper diff. adviser | 33% | 0.70% | Hedgeye Asset Management, LLC |
| 10 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 32% | 0.61% | Parnassus Investments, LLC |
| 11 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 32% | 0.13% | SSGA Funds Management, Inc. |
| 12 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX cheaper diff. adviser | 32% | 0.70% | Lazard Asset Management LLC |
| 13 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 32% | 0.85% | SSGA Funds Management, Inc. |
| 14 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 32% | 0.25% | SSGA Funds Management, Inc. |
| 15 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 32% | 0.59% | Putnam Investment Management, LLC |
| 16 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 32% | 0.38% | SSGA Funds Management, Inc. |
| 17 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 32% | 1.09% | — |
| 18 | RMB Fund · RMBHX, RMBJX, RMBGX diff. adviser | 32% | 0.99% | Curi RMB Capital, LLC |
| 19 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 32% | 0.59% | — |
| 20 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX cheaper diff. adviser | 32% | 0.66% | Bright Rock Capital Management, LLC |
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