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 | 45% | 0.58% | Amundi Asset Management US, Inc. |
| 2 | Victory Pioneer Intrinsic Value Fund | 27% | 0.55% | — |
| 3 | Pioneer Equity Income Fund | 27% | 0.68% | Amundi Asset Management US, Inc. |
| 4 | Pioneer Equity Income VCT Portfolio | 26% | 0.83% | Amundi Asset Management US, Inc. |
| 5 | Pioneer Global Sustainable Equity Fund · PRGEX | 25% | 0.75% | — |
| 6 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX | 23% | 0.55% | — |
| 7 | Chestnut Street Exchange Fund | 22% | — | Mitchell Sinkler & Starr Inc |
| 8 | BNY Mellon Income Stock Fund · MPISX, MIISX, BMIYX, BMIAX, BMISX, BMIIX | 22% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 9 | Victory Pioneer Global Value Fund | 22% | 0.70% | — |
| 10 | Matrix Advisors Value Fund | 21% | 0.99% | — |
| 11 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX | 20% | 0.70% | — |
| 12 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN | 20% | 0.75% | — |
| 13 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 19% | 0.55% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX | 19% | 0.47% | Fidelity Management & Research Company LLC |
| 15 | AST ClearBridge Dividend Growth Portfolio | 18% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 16 | Coho Relative Value Equity Fund · COHIX, COHOX | 18% | 0.79% | Coho Partners Ltd. |
| 17 | Quality Dividend Fund | 16% | 0.99% | — |
| 18 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 15% | 0.90% | Fidelity Management & Research Company LLC |
| 19 | Pioneer Balanced ESG Fund · CBPRX | 15% | 0.64% | — |
| 20 | FIIG US LARGE CAP EQUITY · ILESX | 14% | 0.47% | Fisher Asset Management LLC |
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