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 | Scharf Global Opportunity Fund · WRLDX cheaper | 72% | 0.63% | — |
| 2 | Chestnut Street Exchange Fund | 21% | — | Mitchell Sinkler & Starr Inc |
| 3 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper | 19% | 0.71% | Brown Brothers Harriman & Co. |
| 4 | Gotham Enhanced 500 Plus Fund · GEFPX | 19% | 2.02% | Gotham Asset Management, LLC |
| 5 | MML Equity Rotation Fund cheaper | 19% | 0.70% | MML Investment Advisers, LLC |
| 6 | Madison Sustainable Equity Fund · MFSIX, MFSYX cheaper | 18% | 0.81% | Madison Asset Management, LLC |
| 7 | Pioneer Fundamental Growth Fund cheaper | 18% | 0.66% | — |
| 8 | AST MFS Global Equity Portfolio | 17% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | Mar Vista Strategic Growth Fund cheaper | 17% | 0.64% | Mar Vista Investment Partners |
| 10 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper | 17% | 0.65% | Morgan Stanley Investment Management Inc. |
| 11 | AST ClearBridge Dividend Growth Portfolio | 16% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 12 | Pioneer Core Equity Fund · CERPX cheaper | 16% | 0.58% | Amundi Asset Management US, Inc. |
| 13 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 16% | 0.79% | — |
| 14 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX cheaper | 16% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 15 | GUARDIAN CAPITAL FUNDAMENTAL GLOBAL EQUITY FUND · GFGEX | 15% | 0.99% | — |
| 16 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX cheaper | 14% | 0.49% | Fidelity Management & Research Company LLC |
| 17 | Pioneer Fund cheaper | 14% | 0.65% | Amundi Asset Management US, Inc. |
| 18 | Pioneer Fund VCT Portfolio cheaper | 14% | 0.80% | Amundi Asset Management US, Inc. |
| 19 | Nuveen Dow 30SM Dynamic Overwrite Fund | 14% | — | — |
| 20 | MM Equity Asset Fund cheaper | 13% | 0.28% | — |
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