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 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 38% | 1.00% | Crossmark Global Investments, Inc. |
| 2 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 38% | 0.55% | Transamerica Asset Management, Inc. |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 37% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | Nuveen Life Core Equity Fund · TLGWX cheaper diff. adviser | 37% | 0.51% | Teachers Advisors, LLC |
| 5 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 36% | 0.62% | — |
| 6 | MML Sustainable Equity Fund cheaper diff. adviser | 35% | 0.57% | MML Investment Advisers, LLC |
| 7 | Optimized Equity Income ETF · OEI cheaper | 35% | 0.75% | — |
| 8 | American Century Large Cap Equity ETF · ACLC cheaper | 35% | 0.39% | — |
| 9 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 35% | 0.66% | New York Life Investment Management LLC |
| 10 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX cheaper diff. adviser | 35% | 0.92% | HORIZON INVESTMENTS LLC. |
| 11 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 35% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Persimmon Long/Short Fund · LSEIX diff. adviser | 35% | 1.99% | Dakota Wealth, LLC. |
| 13 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 35% | 0.01% | American Century Investment Management, Inc. |
| 14 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 35% | 0.70% | HORIZON INVESTMENTS LLC. |
| 15 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX cheaper diff. adviser | 35% | 1.22% | Spirit of America Management Corp. |
| 16 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 35% | 0.77% | HORIZON INVESTMENTS LLC. |
| 17 | Pathfinder Disciplined US Equity ETF · PFDE cheaper | 35% | 0.59% | — |
| 18 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 35% | 0.00% | American Century Investment Management, Inc. |
| 19 | BlackRock Advantage Large Cap Core Fund cheaper diff. adviser | 34% | 0.43% | BlackRock Advisors, LLC |
| 20 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 34% | 0.28% | WisdomTree Asset Management, Inc. |
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