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 | Fidelity Balanced K6 Fund · FBKFX cheaper | 98% | 0.32% | Fidelity Management & Research Company LLC |
| 2 | VIP Stock Selector Portfolio | 62% | 0.50% | Fidelity Management & Research Company LLC |
| 3 | VIP Balanced Portfolio · QBA2Q | 62% | 0.42% | Fidelity Management & Research Company LLC |
| 4 | Fidelity U.S. Equity Central Fund | 62% | — | Fidelity Management & Research Company LLC |
| 5 | Fidelity Puritan K6 Fund · FPKFX cheaper | 61% | 0.33% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Puritan Fund · FPURX, FPUKX | 60% | 0.40% | Fidelity Management & Research Company LLC |
| 7 | EQ/Fidelity Institutional AM Large Cap Portfolio diff. adviser | 58% | 0.62% | Equitable Investment Management Group, LLC |
| 8 | Fidelity SAI Sustainable Sector Fund · FIDJX | 55% | 0.44% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Series All-Sector Equity Fund · FSAEX cheaper | 51% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 49% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | Reverb ETF · VOXP cheaper diff. adviser | 49% | 0.30% | Distribution Cognizant LLC |
| 12 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 49% | 0.32% | — |
| 13 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 49% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 48% | 0.20% | WisdomTree Asset Management, Inc. |
| 15 | RACWI US ETF · RAUS cheaper | 48% | 0.00% | — |
| 16 | Fidelity Flex 500 Index Fund · FDFIX cheaper | 48% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper | 48% | 0.01% | Fidelity Management & Research Company LLC |
| 18 | Fidelity 500 Index Fund · FXAIX cheaper | 48% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 48% | 0.18% | Nationwide Fund Advisors |
| 20 | VIP Total Market Index Portfolio cheaper | 48% | 0.11% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.