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 | Pioneer Core Equity Fund · CERPX cheaper | 29% | 0.58% | Amundi Asset Management US, Inc. |
| 2 | Pioneer Disciplined Growth Fund | 28% | 0.83% | — |
| 3 | Pioneer Bond Fund cheaper | 21% | 0.36% | — |
| 4 | Pioneer Fundamental Growth Fund | 21% | 0.66% | — |
| 5 | Pioneer Bond VCT Portfolio | 20% | 0.64% | Amundi Asset Management US, Inc. |
| 6 | Pioneer Global Sustainable Equity Fund · PRGEX | 19% | 0.75% | — |
| 7 | Gotham Enhanced 500 Plus Fund · GEFPX | 18% | 2.02% | Gotham Asset Management, LLC |
| 8 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 18% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 9 | Global X S&P 500 ESG Covered Call ETF cheaper | 18% | 0.60% | Global X Management Company LLC |
| 10 | Pioneer Fund VCT Portfolio | 18% | 0.80% | Amundi Asset Management US, Inc. |
| 11 | Pioneer Fund | 17% | 0.65% | Amundi Asset Management US, Inc. |
| 12 | Leuthold Select Industries Fund | 17% | 1.50% | — |
| 13 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 17% | 0.47% | Fisher Asset Management LLC |
| 14 | Amplify Thematic All-Stars ETF cheaper | 17% | 0.49% | — |
| 15 | Federated Hermes Global Equity Fund | 17% | 0.69% | — |
| 16 | BlackRock Sustainable U.S. Growth Equity Fund cheaper | 16% | 0.62% | — |
| 17 | SA T. Rowe Price Growth Stock Portfolio | 16% | 0.87% | SunAmerica Asset Management, LLC |
| 18 | Nuveen Social Choice Low Carbon Equity Fund · TPWCX, TLWCX, TEWCX, TNWCX, TCCHX cheaper | 16% | 0.30% | Teachers Advisors, LLC |
| 19 | Science & Technology Fund | 16% | 1.04% | — |
| 20 | Victory 500 Index VIP Series cheaper | 16% | 0.28% | Victory Capital Management Inc. |
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