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 | BNY Mellon Income Stock Fund · MPISX, MIISX, BMIYX, BMIAX, BMISX, BMIIX | 24% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Enhanced Dividend and Income ETF · BEDY cheaper | 23% | 0.50% | — |
| 3 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX | 22% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 4 | BNY Mellon Dynamic Value Fund · DAGVX, DCGVX, DRGVX, DRGYX cheaper | 21% | 0.63% | BNY Mellon Investment Adviser, Inc. |
| 5 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund · NWAPX, NWAOX, NWALX, NWAMX, NWANX cheaper diff. adviser | 21% | 0.60% | Nationwide Fund Advisors |
| 6 | JNL/Newton Equity Income Fund cheaper diff. adviser | 21% | 0.57% | Jackson National Asset Management, LLC |
| 7 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund cheaper diff. adviser | 20% | 0.51% | Nationwide Fund Advisors |
| 8 | BNY Mellon Dynamic Value ETF · BKDV cheaper diff. adviser | 20% | 0.60% | BNY Mellon ETF Investment Adviser, LLC |
| 9 | William Blair Mid Cap Value Fund · WVMIX, WVMRX cheaper diff. adviser | 18% | 0.70% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 10 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 16% | 0.60% | Victory Capital Management Inc. |
| 11 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX cheaper | 15% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 12 | Bushido Capital US Equity ETF · SMRI cheaper | 15% | 0.71% | — |
| 13 | Carillon Chartwell Mid Cap Value Fund · BERCX, BERDX, BERAX, BERBX cheaper diff. adviser | 15% | 0.80% | Carillon Tower Advisers, Inc. |
| 14 | Keeley Gabelli Mid Cap Dividend Fund · KMDVX, KMDIX diff. adviser | 14% | 0.95% | Gabelli Funds, LLC |
| 15 | VictoryShares Free Cash Flow ETF · VFLO cheaper diff. adviser | 14% | 0.39% | Victory Capital Management Inc. |
| 16 | Growth and Income Portfolio cheaper | 14% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 17 | AB Mid Cap Value Portfolio · ABMVX cheaper diff. adviser | 14% | 0.67% | AllianceBernstein L.P. |
| 18 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 13% | 0.54% | Victory Capital Management Inc. |
| 19 | BNY Mellon Small Cap Value Fund · STSVX, RUDAX, BOSCX, BOSYX | 13% | 1.04% | — |
| 20 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 13% | 0.82% | Columbia Management Investment Advisers, LLC |
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