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 | Dividend Growth Portfolio | 60% | 0.99% | Lord, Abbett & Co. LLC |
| 2 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX | 59% | 0.59% | Lord, Abbett & Co. LLC |
| 3 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 41% | 0.54% | Columbia Management Investment Advisers, LLC |
| 4 | Lord Abbett Fundamental Equity Fund · LDFVX, GILAX, LAVPX, LAVYX, LAVFX, LAVQX, LAVRX, LAVSX, LAVTX, LAVVX, LDFOX | 41% | 0.63% | Lord, Abbett & Co. LLC |
| 5 | Growth and Income Portfolio | 37% | 0.93% | Lord, Abbett & Co. LLC |
| 6 | JNL/Invesco Diversified Dividend Fund diff. adviser | 37% | 0.68% | Jackson National Asset Management, LLC |
| 7 | Fidelity Equity-Income K6 Fund · FEKFX cheaper diff. adviser | 36% | 0.34% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX diff. adviser | 36% | 0.44% | Fidelity Management & Research Company LLC |
| 9 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX diff. adviser | 35% | 0.47% | Invesco Advisers, Inc. |
| 10 | VIP Equity-Income Portfolio diff. adviser | 34% | 0.47% | Fidelity Management & Research Company LLC |
| 11 | Dividend Growth Portfolio diff. adviser | 34% | 0.67% | Pacific Life Fund Advisors LLC |
| 12 | Fundamental Equity Portfolio | 34% | 1.08% | Lord, Abbett & Co. LLC |
| 13 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 34% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 34% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Invesco V.I. Diversified Dividend Fund diff. adviser | 34% | 0.68% | Invesco Advisers, Inc. |
| 16 | AAM Brentview Dividend Growth ETF · BDIV diff. adviser | 34% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 33% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 19 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 33% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 33% | 0.43% | Voya Investments, LLC |
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