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 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 19% | 0.16% | Manning & Napier Advisors, LLC |
| 2 | Monarch Dividend Plus Index ETF · MDPL diff. adviser | 18% | 1.24% | Kingsview Wealth Management LLC |
| 3 | Horizon Dividend Income ETF · DIVN diff. adviser | 18% | 0.70% | HORIZON INVESTMENTS LLC. |
| 4 | Columbia Integrated Large Cap Value Fund · ILVFX, ILVBX cheaper diff. adviser | 18% | 0.41% | Columbia Management Investment Advisers, LLC |
| 5 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX diff. adviser | 18% | 0.75% | Cullen Capital Management, LLC |
| 6 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX diff. adviser | 17% | 1.00% | Hennessy Advisors Inc. |
| 7 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 17% | 0.30% | Van Eck Associates Corporation |
| 8 | DWS CROCI(R) Equity Dividend Fund · KDHAX, KDHCX, KDHSX, KDHIX diff. adviser | 17% | 0.70% | DWS Investment Management Americas, Inc. |
| 9 | Equity Income Portfolio · GEQIX diff. adviser | 17% | 0.85% | Glenmede Investment Management LP |
| 10 | Cullen Enhanced Equity Income ETF · DIVP | 16% | 0.55% | — |
| 11 | Invesco Comstock Contrarian Equity ETF cheaper diff. adviser | 16% | 0.35% | Invesco Capital Management LLC |
| 12 | Smead Value Fund · SMVLX, SVFCX, SVFAX, SVFFX, SVFIX, SVFDX, SVFKX, SVFRX, SVFLX, SVFYX, SVFMX, SVFSX diff. adviser | 16% | 0.81% | Smead Capital Management, Inc. |
| 13 | Large Company Value Portfolio diff. adviser | 15% | 0.75% | Mason Street Advisors, LLC |
| 14 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 15% | 0.70% | Dean Investment Associates, LLC |
| 15 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 15% | 0.90% | Madison Asset Management, LLC |
| 16 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 15% | 0.75% | Victory Capital Management Inc. |
| 17 | Hotchkis and Wiley Large Cap Fundamental Value Fund · HWLIX, HWLAX, HWLZX diff. adviser | 15% | 0.85% | Hotchkis and Wiley Capital Management, LLC |
| 18 | LYRICAL U.S. VALUE EQUITY FUND · LYRIX, LYRBX, LYRCX, LRYAX diff. adviser | 15% | 0.99% | Lyrical Asset Management LP |
| 19 | LVIP American Century Large Company Value Fund diff. adviser | 15% | 0.60% | Lincoln Financial Investments Corporation |
| 20 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX diff. adviser | 15% | 0.63% | Hartford Funds Management Company, LLC |
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