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 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX | 72% | 0.69% | Voya Investments, LLC |
| 2 | VOYA GROWTH AND INCOME PORTFOLIO · IAVGX, IIVGX, ISVGX, IGISX | 63% | 0.67% | Voya Investments, LLC |
| 3 | Voya VACS Series LCC Fund · VVLCX cheaper | 62% | 0.15% | — |
| 4 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 30% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Transamerica Large Value Active ETF | 29% | — | — |
| 6 | CONNORS HEDGED EQUITY FUND diff. adviser | 28% | 1.10% | Connors Investor Services, Inc. |
| 7 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 28% | 0.63% | Transamerica Asset Management, Inc. |
| 8 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 27% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 27% | 0.69% | Transamerica Asset Management, Inc. |
| 10 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper | 27% | 0.43% | Voya Investments, LLC |
| 11 | CTIVP - Wellington Large Cap Value Fund diff. adviser | 27% | 0.62% | Columbia Management Investment Advisers, LLC |
| 12 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 13 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX diff. adviser | 27% | 0.66% | Hartford Funds Management Company, LLC |
| 14 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper diff. adviser | 27% | 0.44% | PGIM INVESTMENTS LLC |
| 15 | Nomura VIP Value Series diff. adviser | 26% | 0.98% | Macquarie Investment Management Business Trust |
| 16 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX diff. adviser | 26% | 0.65% | Payden & Rygel |
| 17 | Tax-Managed Value Portfolio diff. adviser | 26% | — | Boston Management and Research |
| 18 | Fidelity Fund · FFIDX, FFDKX cheaper diff. adviser | 26% | 0.34% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX diff. adviser | 26% | 0.71% | Fidelity Management & Research Company LLC |
| 20 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX diff. adviser | 26% | 0.63% | Hartford Funds Management Company, LLC |
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