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 Large Cap Fund · FALAX, FLCCX, FALGX, FALIX, FIDLX | 73% | 0.70% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX | 37% | 0.71% | Fidelity Management & Research Company LLC |
| 3 | Large Cap Equity Fund · TLGUX cheaper | 35% | 0.47% | — |
| 4 | Victory 500 Index VIP Series cheaper diff. adviser | 35% | 0.28% | Victory Capital Management Inc. |
| 5 | MM Equity Asset Fund cheaper | 35% | 0.28% | — |
| 6 | Fidelity SAI Sustainable Future Fund · FIDHX | 35% | 0.60% | — |
| 7 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 35% | 1.10% | Calamos Advisors LLC |
| 8 | Global X S&P 500 ESG Covered Call ETF diff. adviser | 33% | 0.60% | Global X Management Company LLC |
| 9 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 31% | 0.00% | — |
| 10 | Fidelity Advisor Balanced Fund · FABLX, FABCX, FAIGX, FAIOX, FZAAX cheaper | 31% | 0.41% | — |
| 11 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 31% | 0.47% | Fidelity Management & Research Company LLC |
| 12 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 30% | 2.02% | Gotham Asset Management, LLC |
| 13 | Milliman - Capital Group Hedged U.S. Income and Growth Fund diff. adviser | 30% | 1.09% | Milliman Financial Risk Management LLC |
| 14 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 29% | 0.55% | Fidelity Management & Research Company LLC |
| 15 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX diff. adviser | 28% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 16 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 28% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 17 | Guggenheim RBP Large-Cap Defensive Fund | 28% | 0.92% | — |
| 18 | Guggenheim Directional Allocation Fund | 28% | 1.08% | — |
| 19 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 28% | 0.90% | Fidelity Management & Research Company LLC |
| 20 | MML Equity Rotation Fund diff. adviser | 28% | 0.70% | MML Investment Advisers, LLC |
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