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 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX diff. adviser | 59% | 0.72% | John Hancock Investment Management LLC |
| 2 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX diff. adviser | 39% | 0.72% | John Hancock Investment Management LLC |
| 3 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 39% | 0.65% | John Hancock Investment Management LLC |
| 4 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX cheaper | 39% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 5 | John Hancock Fundamental All Cap Core ETF · JHAC diff. adviser | 38% | 0.72% | John Hancock Investment Management LLC |
| 6 | Dodge & Cox Stock Fund · DODGX, DOXGX cheaper diff. adviser | 25% | 0.41% | Dodge & Cox |
| 7 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 25% | 1.09% | — |
| 8 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 24% | 0.99% | Advisors Preferred, LLC |
| 9 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 10 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 24% | 0.98% | HORIZON INVESTMENTS LLC. |
| 11 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 23% | 1.00% | Crossmark Global Investments, Inc. |
| 12 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX cheaper diff. adviser | 23% | 0.71% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper diff. adviser | 23% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 23% | 0.49% | Tidal Investments LLC |
| 15 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 23% | 0.20% | BlackRock Fund Advisors |
| 16 | NAA LARGE CORE SERIES diff. adviser | 23% | 0.94% | New Age Alpha Advisors, LLC |
| 17 | NAA LARGE CORE FUND · GILIX, SECEX, SFECX, SFEPX diff. adviser | 23% | 1.00% | New Age Alpha Advisors, LLC |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 23% | 0.43% | Voya Investments, LLC |
| 19 | VY(R) INVESCO COMSTOCK PORTFOLIO · IVKAX, IVKIX, IVKSX, IVKTX cheaper diff. adviser | 22% | 0.70% | Voya Investments, LLC |
| 20 | Natixis U.S. Equity Opportunities Fund · NEFSX, NECCX, NESYX, NUSTX, NESNX diff. adviser | 22% | 0.76% | Natixis Advisors, LLC |
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