Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
|---|
| 1 |
AST ClearBridge Dividend Growth Portfolio
|
30%
|
0.96% |
PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 2 |
Chestnut Street Exchange Fund
|
19%
|
— |
Mitchell Sinkler & Starr Inc |
| 3 |
Essential 40 Stock Fund
|
19%
|
0.70% |
— |
| 4 |
Delaware Premium Income Fund
|
19%
|
0.98% |
— |
| 5 |
Large Cap Equity Fund
· TLGUX
cheaper
|
17%
|
0.47% |
— |
| 6 |
Sphere 500 Climate Fund
cheaper
|
17%
|
0.07% |
— |
| 7 |
Unusual Whales Subversive Republican Trading ETF
|
16%
|
0.83% |
— |
| 8 |
T. Rowe Price Equity Index 500 Portfolio
cheaper
|
16%
|
0.39% |
— |
| 9 |
Pioneer Fundamental Growth Fund
|
16%
|
0.66% |
— |
| 10 |
MassMutual Main Street Fund
|
16%
|
0.89% |
— |
| 11 |
VP Disciplined Core Value Fund
|
16%
|
0.71% |
— |
| 12 |
Pioneer Core Equity Fund
· CERPX
|
16%
|
0.58% |
Amundi Asset Management US, Inc. |
| 13 |
Fidelity Advisor Growth and Income Fund
· FGIRX, FGIUX, FGITX, FGIOX, FGIZX
|
16%
|
0.49% |
Fidelity Management & Research Company LLC |
| 14 |
AST MFS Global Equity Portfolio
|
16%
|
1.12% |
PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 15 |
Goldman Sachs U.S. Equity ESG Fund
· GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX
|
15%
|
0.67% |
— |
| 16 |
Fidelity Hedged Equity Central Fund
|
15%
|
— |
— |
| 17 |
Delaware Sustainable Equity Income Fund
cheaper
|
15%
|
0.38% |
— |
| 18 |
MML Equity Rotation Fund
|
15%
|
0.70% |
MML Investment Advisers, LLC |
| 19 |
American Century Low Volatility ETF
cheaper
|
15%
|
0.29% |
— |
| 20 |
MM Equity Asset Fund
cheaper
|
15%
|
0.28% |
— |
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