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 | ALPS Global Travel Beneficiaries ETF · JRNY | 15% | 0.65% | — |
| 2 | MFS Prudent Investor Fund · FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX diff. adviser | 12% | 0.95% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX | 12% | 0.76% | — |
| 4 | Fidelity Advisor Large Cap Fund · FALAX, FLCCX, FALGX, FALIX, FIDLX diff. adviser | 12% | 0.70% | Fidelity Management & Research Company LLC |
| 5 | MM Equity Asset Fund cheaper | 11% | 0.28% | — |
| 6 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX diff. adviser | 11% | 0.71% | Fidelity Management & Research Company LLC |
| 7 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 11% | 0.32% | — |
| 8 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 10% | 2.02% | Gotham Asset Management, LLC |
| 9 | FIIG US LARGE CAP EQUITY · ILESX diff. adviser | 10% | 0.47% | Fisher Asset Management LLC |
| 10 | Direxion Daily Travel & Vacation Bull 2X Shares · OOTO diff. adviser | 10% | 0.98% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX diff. adviser | 10% | 0.90% | Fidelity Management & Research Company LLC |
| 12 | Pioneer Disciplined Growth Fund | 10% | 0.83% | — |
| 13 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX diff. adviser | 10% | 0.55% | Fidelity Management & Research Company LLC |
| 14 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 10% | 0.00% | — |
| 15 | Scharf Global Opportunity Fund · WRLDX | 10% | 0.63% | — |
| 16 | Large Cap Equity Fund · TLGUX | 10% | 0.47% | — |
| 17 | Scharf Fund · LOGIX, LOGRX | 10% | 0.89% | — |
| 18 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 10% | 1.10% | Calamos Advisors LLC |
| 19 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 10% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 20 | BlackRock International Dividend Fund · BISIX, BREAX, BRECX | 9% | 0.61% | — |
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