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 | Greater Western New York Series · BWNYX | 20% | — | Carosa, Stanton Asset Management, LCC |
| 2 | Select Tech Hardware Portfolio · FDCPX diff. adviser | 16% | 0.69% | Fidelity Management & Research Company LLC |
| 3 | Xtrackers Artificial Intelligence and Big Data ETF · XAIX diff. adviser | 16% | 0.35% | DBX Advisors LLC |
| 4 | Al Frank Fund · VALAX diff. adviser | 15% | 1.24% | Kovitz Investment Group Partners, LLC |
| 5 | Becker Value Equity Fund · BVEFX, BVEIX diff. adviser | 15% | 0.68% | Becker Capital Management Inc |
| 6 | Large Cap Value Portfolio I diff. adviser | 15% | — | UBS Trust Company of Puerto Rico |
| 7 | First Trust WCM Focused Global Growth Fund · WCMGX, WFGGX, WFGAX, WFGCX diff. adviser | 15% | 1.03% | First Trust Advisors L.P. |
| 8 | Essential 40 Stock ETF · ESN diff. adviser | 15% | 0.70% | KKM Financial, LLC |
| 9 | Corevalues America First Technology ETF | 14% | — | — |
| 10 | American Beacon The London Company Income Equity Fund · ABCAX, ABECX, ABCYX, ABCIX, ABCVX, ABCRX diff. adviser | 14% | 0.73% | American Beacon Advisors, Inc. |
| 11 | WHITE OAK SELECT GROWTH FUND · WOGSX diff. adviser | 14% | 0.90% | Oak Associates, Ltd. |
| 12 | Invesco V.I. Growth and Income Fund diff. adviser | 13% | 0.75% | Invesco Advisers, Inc. |
| 13 | Franklin Mutual Shares VIP Fund diff. adviser | 13% | 0.69% | Franklin Mutual Advisers, LLC |
| 14 | Invesco Comstock Contrarian Equity ETF diff. adviser | 13% | 0.35% | Invesco Capital Management LLC |
| 15 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX diff. adviser | 13% | 0.70% | Franklin Mutual Advisers, LLC |
| 16 | State Street(R) SPDR(R) NYSE Technology ETF · XNTK diff. adviser | 13% | 0.35% | SSGA Funds Management, Inc. |
| 17 | Genter Capital Dividend Income ETF · GEND diff. adviser | 13% | 0.38% | OBP Capital LLC |
| 18 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX diff. adviser | 13% | 0.61% | Voya Investments, LLC |
| 19 | Guinness Atkinson Dividend Builder ETF · DIVS diff. adviser | 13% | 0.66% | Guinness Atkinson Asset Management, Inc. |
| 20 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 13% | 2.42% | Saratoga Capital Management, LLC |
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