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 | Matrix Advisors Dividend Fund · MADFX diff. adviser | 41% | 0.90% | Matrix Asset Advisors, INC |
| 2 | JAMESTOWN EQUITY FUND · JAMEX diff. adviser | 40% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 3 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 38% | 1.00% | Sit Investment Associates, Inc. |
| 4 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 37% | 0.56% | Touchstone Advisors, Inc. |
| 5 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 37% | 0.55% | Nationwide Fund Advisors |
| 6 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 37% | 0.73% | Touchstone Advisors, Inc. |
| 7 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 37% | 0.66% | Touchstone Advisors, Inc. |
| 8 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 36% | 0.84% | Touchstone Advisors, Inc. |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 36% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | COPLEY INVESTMENT FUND diff. adviser | 35% | 1.15% | DCM Advisors, LLC |
| 11 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX cheaper diff. adviser | 35% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 12 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 13 | BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX diff. adviser | 34% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 14 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 34% | 0.28% | Allspring Funds Management, LLC |
| 15 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 34% | 0.80% | AllianceBernstein L.P. |
| 16 | First Trust Enhanced Equity Income Fund | 34% | — | — |
| 17 | IMS Capital Value Fund · IMSCX diff. adviser | 34% | 1.80% | IMS Capital Management, Inc. |
| 18 | JNL/JPMorgan Nasdaq Hedged Equity Fund cheaper diff. adviser | 34% | 0.70% | Jackson National Asset Management, LLC |
| 19 | Monopoly ETF | 34% | 0.79% | — |
| 20 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
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