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 | NYLI VP Balanced Portfolio cheaper | 70% | 0.71% | New York Life Investment Management LLC |
| 2 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX cheaper | 62% | 0.70% | New York Life Investment Management LLC |
| 3 | JNL/WMC Value Fund cheaper diff. adviser | 57% | 0.49% | Jackson National Asset Management, LLC |
| 4 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX cheaper diff. adviser | 42% | 0.64% | Hartford Funds Management Company, LLC |
| 5 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 40% | 0.85% | SunAmerica Asset Management, LLC |
| 6 | HARTFORD BALANCED HLS FUND · HADAX, HAIBX cheaper diff. adviser | 39% | 0.66% | Hartford Funds Management Company, LLC |
| 7 | Guardian Equity Income VIP Fund cheaper diff. adviser | 36% | 0.55% | Park Avenue Institutional Advisers LLC |
| 8 | JNL/WMC Equity Income Fund cheaper diff. adviser | 36% | 0.59% | Jackson National Asset Management, LLC |
| 9 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper diff. adviser | 33% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 10 | EQUITY INCOME PORTFOLIO cheaper diff. adviser | 33% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 11 | THE HARTFORD BALANCED INCOME FUND · HBLAX, HBLCX, HBLYX, HBLIX, HBLRX, HBLSX, HBLTX, HBLVX, HBLFX cheaper diff. adviser | 29% | 0.56% | Hartford Funds Management Company, LLC |
| 12 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 27% | 0.42% | UBS Asset Management (Americas) LLC |
| 13 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper diff. adviser | 21% | 0.15% | Wellington Management Company LLP |
| 14 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper diff. adviser | 21% | 0.44% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Equity-Income K6 Fund · FEKFX cheaper diff. adviser | 21% | 0.34% | Fidelity Management & Research Company LLC |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 20% | 0.08% | BlackRock Fund Advisors |
| 18 | T. Rowe Price Value ETF · TVAL cheaper diff. adviser | 20% | 0.33% | T. Rowe Price Associates, Inc. |
| 19 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 20% | 0.20% | BlackRock Fund Advisors |
| 20 | EQ/Large Cap Value Managed Volatility Portfolio cheaper diff. adviser | 20% | 0.62% | Equitable Investment Management Group, LLC |
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