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 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX | 68% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX | 62% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 3 | SA JPMorgan Large Cap Core Portfolio diff. adviser | 62% | 0.70% | SunAmerica Asset Management, LLC |
| 4 | Large Cap Blend Portfolio diff. adviser | 62% | 0.72% | Mason Street Advisors, LLC |
| 5 | NVIT J.P. Morgan U.S. Equity Fund diff. adviser | 62% | 0.44% | Nationwide Fund Advisors |
| 6 | Large-Cap Core Portfolio diff. adviser | 62% | 0.48% | Pacific Life Fund Advisors LLC |
| 7 | LVIP JPMorgan U.S. Equity Fund diff. adviser | 62% | 0.65% | Lincoln Financial Investments Corporation |
| 8 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper | 61% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 9 | Hedged Equity Portfolio diff. adviser | 61% | 0.65% | Pacific Life Fund Advisors LLC |
| 10 | Transamerica JPMorgan Enhanced Index VP diff. adviser | 61% | 0.61% | Transamerica Asset Management, Inc. |
| 11 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 61% | 0.66% | Jackson National Asset Management, LLC |
| 12 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO | 60% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 13 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 59% | 0.55% | Nationwide Fund Advisors |
| 14 | JPMorgan Hedged Equity 2 Fund · JHDRX, JHDCX, JHQDX, JHDFX, JHDAX | 59% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 15 | JPMorgan Hedged Equity 3 Fund · JHTRX, JHTAX, JHTCX, JHQTX, JHTGX | 59% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper | 58% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 17 | NVIT J.P. Morgan Equity and Options Total Return Fund diff. adviser | 58% | 0.63% | Nationwide Fund Advisors |
| 18 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX cheaper | 58% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan Equity and Options Total Return ETF · JOYT | 58% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 20 | JPMorgan Equity Premium Yield ETF · ROCY | 57% | 0.35% | — |
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