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 | Huber Select Large Cap Value Fund · HULIX, HULEX | 66% | 0.91% | Huber Capital Management LLC |
| 2 | Huber Mid Cap Value Fund · HUMDX, HUMEX | 49% | 1.11% | Huber Capital Management LLC |
| 3 | Huber Small Cap Value Fund · HUSIX, HUSEX | 28% | 1.28% | Huber Capital Management LLC |
| 4 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 23% | 0.55% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper diff. adviser | 23% | 0.67% | Columbia Management Investment Advisers, LLC |
| 6 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 23% | 0.52% | Invesco Capital Management LLC |
| 7 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX diff. adviser | 22% | 0.99% | PGIM INVESTMENTS LLC |
| 8 | Putnam VT Core Equity Fund cheaper diff. adviser | 22% | 0.68% | Putnam Investment Management, LLC |
| 9 | Putnam Core Equity Fund cheaper diff. adviser | 22% | 0.63% | Putnam Investment Management, LLC |
| 10 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 22% | 0.59% | Lord, Abbett & Co. LLC |
| 11 | Dividend Growth Portfolio diff. adviser | 21% | 0.99% | Lord, Abbett & Co. LLC |
| 12 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 21% | 1.51% | Stonebridge Capital Advisors, LLC |
| 13 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 21% | 0.04% | The Vanguard Group, Inc. |
| 14 | Putnam Focused Large Cap Value ETF cheaper diff. adviser | 21% | 0.55% | Putnam Investment Management, LLC |
| 15 | Putnam Large Cap Value Fund · PEYAX, PEQNX, PEQCX, PEQRX, PEIYX cheaper diff. adviser | 20% | 0.52% | Putnam Investment Management, LLC |
| 16 | Domestic Equity Portfolio cheaper diff. adviser | 20% | 0.50% | Mason Street Advisors, LLC |
| 17 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper diff. adviser | 20% | 0.44% | PGIM INVESTMENTS LLC |
| 18 | Value Portfolio cheaper diff. adviser | 20% | 0.66% | Pacific Life Fund Advisors LLC |
| 19 | Global X S&P 500 U.S. Market Leaders Top 50 ETF · FLAG cheaper diff. adviser | 20% | 0.29% | Global X Management Company LLC |
| 20 | PSF PGIM Jennison Blend Portfolio cheaper diff. adviser | 20% | 0.45% | PGIM INVESTMENTS LLC |
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