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 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 54% | 0.52% | Timothy Partners Ltd. |
| 2 | Victory 500 Index VIP Series cheaper | 42% | 0.28% | Victory Capital Management Inc. |
| 3 | Large Cap Equity Fund · TLGUX cheaper | 41% | 0.47% | — |
| 4 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 41% | 0.44% | Innealta Capital, LLC |
| 5 | LVIP Invesco Select Equity Income Managed Volatility Fund cheaper diff. adviser | 37% | 0.58% | Lincoln Financial Investments Corporation |
| 6 | Hartford Longevity Economy ETF · HLGE cheaper | 35% | 0.44% | — |
| 7 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 35% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 8 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 34% | 0.60% | Global X Management Company LLC |
| 9 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 32% | 2.02% | Gotham Asset Management, LLC |
| 10 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 31% | 0.05% | Thrivent Asset Management, LLC |
| 11 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 30% | 0.00% | — |
| 12 | MML Equity Rotation Fund cheaper diff. adviser | 30% | 0.70% | MML Investment Advisers, LLC |
| 13 | Humankind U.S. Stock ETF cheaper diff. adviser | 29% | 0.11% | Humankind Benefit Corp |
| 14 | RiverNorth Patriot ETF cheaper diff. adviser | 28% | 0.70% | TrueMark Investments, LLC |
| 15 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 28% | 0.53% | AllianceBernstein L.P. |
| 16 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper diff. adviser | 28% | 0.41% | Eaton Vance Management |
| 17 | MassMutual Premier Balanced Fund · MMBDX, MMBLX, MBLDX, MBAYX, MBBRX, MBBIX, MMBRX, MMNVX | 27% | 0.82% | — |
| 18 | Natixis Target Retirement 2065 Fund · NSFOX cheaper diff. adviser | 26% | 0.49% | Natixis Advisors, LLC |
| 19 | Natixis Target Retirement 2060 Fund · NSFMX cheaper diff. adviser | 26% | 0.49% | Natixis Advisors, LLC |
| 20 | Natixis Target Retirement 2055 Fund · NSFLX cheaper diff. adviser | 26% | 0.49% | Natixis Advisors, LLC |
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