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 | Calamos Long/Short Equity & Dynamic Income Trust | 62% | — | — |
| 2 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper | 30% | 0.90% | Calamos Advisors LLC |
| 3 | JPMorgan Equity Focus ETF · JPEF cheaper diff. adviser | 28% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper diff. adviser | 26% | 0.69% | Waycross Partners, LLC |
| 5 | Hodges Blue Chip Equity Income Fund cheaper diff. adviser | 26% | 1.30% | Hodges Capital Management, Inc. |
| 6 | SA JPMorgan Large Cap Core Portfolio cheaper diff. adviser | 26% | 0.70% | SunAmerica Asset Management, LLC |
| 7 | Large-Cap Core Portfolio cheaper diff. adviser | 26% | 0.48% | Pacific Life Fund Advisors LLC |
| 8 | NVIT J.P. Morgan U.S. Equity Fund cheaper diff. adviser | 26% | 0.44% | Nationwide Fund Advisors |
| 9 | Large Cap Blend Portfolio cheaper diff. adviser | 26% | 0.72% | Mason Street Advisors, LLC |
| 10 | LVIP JPMorgan U.S. Equity Fund cheaper diff. adviser | 26% | 0.65% | Lincoln Financial Investments Corporation |
| 11 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper diff. adviser | 26% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 12 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX cheaper | 25% | 1.03% | Calamos Advisors LLC |
| 13 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX cheaper | 25% | 0.90% | — |
| 14 | Hartford Equity Premium Income ETF · HEMI cheaper | 25% | 0.49% | — |
| 15 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 25% | 0.77% | John Hancock Investment Management LLC |
| 16 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 25% | 0.71% | Victory Capital Management Inc. |
| 17 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 24% | 0.68% | Invesco Advisers, Inc. |
| 18 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 24% | 0.80% | AllianceBernstein L.P. |
| 19 | THE CHESAPEAKE GROWTH FUND · CHCGX cheaper diff. adviser | 24% | 1.71% | Gardner Lewis Asset Management |
| 20 | BlackRock Capital Appreciation Fund, Inc. cheaper diff. adviser | 24% | 0.62% | BlackRock Advisors, LLC |
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