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 | Stewart Investors Worldwide Leaders Fund | 14% | 0.60% | — |
| 2 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX diff. adviser | 10% | 0.80% | Principal Global Investors, LLC |
| 3 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 9% | 0.52% | Timothy Partners Ltd. |
| 4 | Prospector Opportunity Fund · POPFX diff. adviser | 8% | 1.16% | Prospector Partners Asset Management, LLC |
| 5 | Tuttle Capital Shareholders First Index ETF | 8% | 0.75% | — |
| 6 | Virtus KAR Long/Short Equity Fund · VLSRX, VLSAX, VLSCX, VLSIX diff. adviser | 8% | 1.96% | Virtus Alternative Investment Advisers, LLC |
| 7 | Series V (SMid Cap Value Series) | 7% | 0.88% | — |
| 8 | Guggenheim SMid Cap Value Fund · SEVAX, SEVSX, SEVPX, SVUIX | 7% | 0.94% | — |
| 9 | AST Mid-Cap Growth Portfolio | 6% | 1.12% | — |
| 10 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 6% | 0.44% | Innealta Capital, LLC |
| 11 | Select Industrials Portfolio · FCYIX diff. adviser | 6% | 0.69% | Fidelity Management & Research Company LLC |
| 12 | Prospector Capital Appreciation Fund · PCAFX diff. adviser | 6% | 1.16% | Prospector Partners Asset Management, LLC |
| 13 | Victory Special Value Fund · SSVSX, VSVCX, VSVGX, VSPIX, VSVYX | 6% | 1.10% | Victory Capital Management Inc. |
| 14 | Dividend Performers ETF · IPDP | 6% | 1.13% | — |
| 15 | Gabelli Capital Asset Fund diff. adviser | 6% | 1.30% | Gabelli Funds, LLC |
| 16 | Janus Henderson U.S. Sustainable Equity ETF · SSPX diff. adviser | 6% | 0.55% | Janus Henderson Investors US LLC |
| 17 | Edge MidCap Fund · PEDGX, PEDMX, PEMCX diff. adviser | 5% | 0.67% | Principal Global Investors, LLC |
| 18 | KraneShares Rockefeller Ocean Engagement ETF · KSEA diff. adviser | 5% | 0.86% | Krane Funds Advisors, LLC |
| 19 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX | 5% | 0.76% | Victory Capital Management Inc. |
| 20 | BNY Mellon Small Cap Growth Fund · SSETX, SSYGX | 5% | 1.00% | — |
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