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 | Eventide Balanced Fund · ETAMX, ETCMX, ETIMX, ETNMX cheaper | 51% | 0.82% | — |
| 2 | Eventide High Dividend ETF · ELCV cheaper | 37% | 0.49% | Eventide Asset Management, LLC |
| 3 | Eventide Large Cap Focus Fund · ETLNX, ETLAX, ETLCX, ETLIX cheaper | 33% | 0.94% | — |
| 4 | Eventide Gilead Fund · ETGLX, ETAGX, ETCGX, ETILX | 22% | 1.18% | — |
| 5 | Reaves Utility Income Fund | 19% | — | — |
| 6 | Reaves Infrastructure Fund · RSRAX, RSRFX | 18% | 2.01% | Reaves Asset Management |
| 7 | Integrity Mid-North American Resources Fund · ICPAX, ICPUX, ICWIX | 18% | 1.00% | Viking Fund Management, LLC |
| 8 | Tortoise Energy Infrastructure Corp | 18% | — | — |
| 9 | NXG NextGen Infrastructure Income Fund | 17% | — | — |
| 10 | Eventide Large Cap Value ETF · ESLV cheaper | 17% | 0.39% | — |
| 11 | SPIRIT OF AMERICA ENERGY FUND · SOAEX, SACEX, SAIEX | 16% | 1.28% | Spirit of America Management Corp. |
| 12 | Truth Social American Energy Security ETF cheaper | 16% | 0.65% | — |
| 13 | Eventide US Market ETF · ESUM cheaper | 16% | 0.39% | Eventide Asset Management, LLC |
| 14 | Virtus Ceredex Mid-Cap Value Equity Fund · SAMVX, SMVFX, SMVTX, SMVZX cheaper | 16% | 0.79% | Virtus Investment Advisers, LLC |
| 15 | Parnassus Mid Cap Growth Fund · PARNX, PFPRX cheaper | 16% | 0.68% | Parnassus Investments, LLC |
| 16 | Tortoise Essential Energy Fund · TPZ cheaper | 15% | 0.85% | Tortoise Capital Advisors, LLC |
| 17 | NXG Cushing Midstream Energy Fund | 15% | — | — |
| 18 | Inspire 100 ETF · BIBL cheaper | 15% | 0.35% | CWM Advisors, LLC |
| 19 | Eventide Large Cap Growth ETF · ESLG cheaper | 15% | 0.39% | — |
| 20 | PGIM Jennison Energy Infrastructure Fund · PRPAX, PRPCX, PRPZX, PRPQX | 15% | 1.11% | PGIM INVESTMENTS LLC |
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