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 Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 41% | 0.55% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 32% | 0.90% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX | 31% | 0.49% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Large Cap Fund · FALAX, FLCCX, FALGX, FALIX, FIDLX | 24% | 0.70% | Fidelity Management & Research Company LLC |
| 5 | Victory Pioneer Intrinsic Value Fund | 23% | 0.55% | — |
| 6 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper diff. adviser | 23% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 7 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX | 22% | 0.71% | Fidelity Management & Research Company LLC |
| 8 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX | 21% | 0.55% | — |
| 9 | Victory Pioneer Global Value Fund | 21% | 0.70% | — |
| 10 | Pioneer Equity Income Fund diff. adviser | 20% | 0.68% | Amundi Asset Management US, Inc. |
| 11 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 20% | 2.02% | Gotham Asset Management, LLC |
| 12 | Pioneer Equity Income VCT Portfolio diff. adviser | 20% | 0.83% | Amundi Asset Management US, Inc. |
| 13 | Pioneer Disciplined Value Fund · CVRFX cheaper | 19% | 0.45% | — |
| 14 | LVIP Invesco Select Equity Income Managed Volatility Fund diff. adviser | 19% | 0.58% | Lincoln Financial Investments Corporation |
| 15 | AST ClearBridge Dividend Growth Portfolio diff. adviser | 19% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 16 | Victory RS Large Cap Alpha VIP Series diff. adviser | 19% | 0.55% | Victory Capital Management Inc. |
| 17 | WCM Quality Dividend Growth Fund · WCMYX, WQDGX diff. adviser | 17% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 18 | MassMutual Disciplined Value Fund | 17% | 0.81% | — |
| 19 | BlackRock Sustainable U.S. Value Equity Fund | 17% | 0.48% | — |
| 20 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX | 17% | 0.70% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.