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 | Leuthold Select Industries ETF · LST cheaper | 64% | 0.65% | Leuthold Group, LLC |
| 2 | Leuthold Global Fund · GLBIX, GLBLX | 43% | 2.07% | Leuthold Group, LLC |
| 3 | LoCorr Strategic Allocation Fund · LSAAX, LSAIX diff. adviser | 29% | 1.59% | LoCorr Fund Management LLC |
| 4 | Innovator Equity Premium Income - Daily PutWrite ETF cheaper diff. adviser | 28% | 0.79% | Innovator Capital Management, LLC |
| 5 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 22% | 0.01% | American Century Investment Management, Inc. |
| 6 | Leuthold Grizzly Short Fund · GRZZX | 21% | 3.20% | Leuthold Group, LLC |
| 7 | Leuthold Core ETF · LCR cheaper | 21% | 0.83% | Leuthold Group, LLC |
| 8 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 21% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 20% | 0.42% | Columbia Management Investment Advisers, LLC |
| 10 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 20% | 0.50% | Gotham Asset Management, LLC |
| 11 | Boston Partners All-Cap Value Fund · BPAIX, BPAVX cheaper diff. adviser | 20% | 0.80% | Boston Partners Global Investors, Inc. |
| 12 | SA Franklin BW U.S. Large Cap Value Portfolio cheaper diff. adviser | 20% | 0.70% | SunAmerica Asset Management, LLC |
| 13 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 19% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 14 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 19% | 0.48% | DWS Investment Management Americas, Inc. |
| 15 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 19% | 0.08% | WisdomTree Asset Management, Inc. |
| 16 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper diff. adviser | 19% | 0.18% | The Vanguard Group, Inc. |
| 17 | Invesco S&P 500 Revenue ETF · RWL cheaper diff. adviser | 19% | 0.39% | Invesco Capital Management LLC |
| 18 | LoCorr Dynamic Opportunity Fund · LEQAX, LEQCX, LEQIX diff. adviser | 19% | 2.15% | LoCorr Fund Management LLC |
| 19 | Innovator Equity Managed Floor ETF cheaper diff. adviser | 19% | 0.89% | Innovator Capital Management, LLC |
| 20 | Transamerica Large Value Opportunities · TLORX, TLOFX, TLOTX cheaper diff. adviser | 19% | 0.52% | Transamerica Asset Management, Inc. |
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