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 | Catalyst/Lyons Tactical Allocation Fund · CLTAX, CLTCX, CLTIX | 25% | 1.28% | — |
| 2 | Invesco V.I. American Franchise Fund cheaper | 24% | 0.85% | Invesco Advisers, Inc. |
| 3 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX | 23% | 1.00% | RiverPark Advisors, LLC |
| 4 | Nelson Select ETF | 23% | — | — |
| 5 | DANA EPIPHANY EQUITY FUND · ESGIX cheaper | 23% | 0.85% | Dana Investment Advisors, Inc. |
| 6 | Zacks Focus Growth ETF · GROZ cheaper | 22% | 0.55% | Zacks Investment Management, Inc. |
| 7 | Victory Multi-Cap Fund · MNNAX, MNNCX, MNNYX cheaper | 22% | 0.95% | Victory Capital Management Inc. |
| 8 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper | 22% | 0.61% | Invesco Advisers, Inc. |
| 9 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX cheaper | 22% | 0.90% | JAG Capital Management, LLC |
| 10 | DANA LARGE CAP EQUITY FUND · DLCEX, DLCIX cheaper | 22% | 0.75% | Dana Investment Advisors, Inc. |
| 11 | Large Cap Core Portfolio I | 22% | — | UBS Trust Company of Puerto Rico |
| 12 | WAYCROSS MANAGED RISK EQUITY FUND · WAYEX | 22% | 2.31% | Waycross Partners, LLC |
| 13 | Shelton Equity Premium Income ETF · SEPI cheaper | 22% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 14 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper | 22% | 0.75% | Exchange Traded Concepts, LLC |
| 15 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper | 21% | 0.69% | Waycross Partners, LLC |
| 16 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX cheaper | 21% | 0.77% | American Beacon Advisors, Inc. |
| 17 | CTIVP - Westfield Select Large Cap Growth Fund cheaper | 21% | 0.69% | Columbia Management Investment Advisers, LLC |
| 18 | Invesco V.I. Core Equity Fund cheaper | 21% | 0.80% | Invesco Advisers, Inc. |
| 19 | Federated Hermes MDT Large Cap Core ETF · FLCC cheaper | 21% | 0.29% | Federated Advisory Services Company, Federated MDTA LLC |
| 20 | Federated Hermes MDT All Cap Core Fund · QAACX, QCACX, QIACX, QKACX cheaper | 21% | 0.74% | — |
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