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 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 15% | 0.81% | H.M. Payson & Co. |
| 2 | Sapient Quality Select ETF cheaper | 15% | 0.80% | — |
| 3 | YOKE Core ETF · YOKE cheaper | 15% | 0.30% | — |
| 4 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 15% | 0.29% | Principal Global Investors, LLC |
| 5 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper diff. adviser | 14% | 0.39% | Lord, Abbett & Co. LLC |
| 6 | Amana Growth Fund · AMAGX, AMIGX cheaper diff. adviser | 14% | 0.61% | SATURNA CAPITAL CORPORATION |
| 7 | Fidelity Dividend Growth Fund · FDGFX, FDGKX, FGDEX, FGDGX, FGDHX, FGDJX, FGDDX cheaper diff. adviser | 14% | 0.79% | Fidelity Management & Research Company LLC |
| 8 | FORT PITT CAPITAL TOTAL RETURN FUND · FPCGX cheaper diff. adviser | 13% | 1.00% | Kovitz Investment Group Partners, LLC |
| 9 | Saturna Growth Fund · SSGFX, SGZFX cheaper diff. adviser | 13% | 0.75% | SATURNA CAPITAL CORPORATION |
| 10 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 13% | 0.73% | Charles Schwab Investment Management, Inc. |
| 11 | Chase Growth Fund · CHASX, CHAIX cheaper | 13% | 1.00% | — |
| 12 | GUARDIAN CAPITAL DIVIDEND GROWTH FUND · DIVGX cheaper | 13% | 0.95% | — |
| 13 | EAGLE CAPITAL GROWTH FUND, INC. | 13% | — | — |
| 14 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 13% | 0.36% | Hartford Funds Management Company, LLC |
| 15 | Allspring Premier Large Company Growth Fund · EKJAX, EKJCX, EKJYX, WFPDX, EKJFX cheaper diff. adviser | 13% | 0.65% | Allspring Funds Management, LLC |
| 16 | Alpha Architect U.S. Quantitative Momentum ETF · QMOM cheaper | 13% | 0.28% | — |
| 17 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 13% | 0.60% | Allspring Funds Management, LLC |
| 18 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 13% | 0.62% | Fred Alger Management, Inc. |
| 19 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 13% | 0.85% | Fred Alger Management, Inc. |
| 20 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 13% | 0.79% | — |
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