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 | XAI Madison Equity Premium Income Fund | 55% | — | — |
| 2 | Madison Covered Call ETF · CVRD | 52% | 0.92% | Madison Asset Management, LLC |
| 3 | SA Goldman Sachs Multi-Asset Insights Portfolio diff. adviser | 22% | 0.87% | SunAmerica Asset Management, LLC |
| 4 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 21% | — | — |
| 5 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 20% | — | — |
| 6 | THRIVENT GLOBAL STOCK FUND · AALGX, IILGX diff. adviser | 19% | 0.64% | Thrivent Asset Management, LLC |
| 7 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX diff. adviser | 19% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 8 | THRIVENT GLOBAL STOCK PORTFOLIO diff. adviser | 19% | 0.61% | Thrivent Financial for Lutherans |
| 9 | JOHNSON EQUITY INCOME FUND · JEQIX diff. adviser | 18% | 0.75% | Johnson Investment Counsel, Inc. |
| 10 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 17% | 0.51% | Hartford Funds Management Company, LLC |
| 11 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 17% | 0.62% | Brighthouse Investment Advisers, LLC |
| 12 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX diff. adviser | 17% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 13 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 17% | 0.22% | Wellington Management Company LLP |
| 14 | JNL/WMC Equity Income Fund diff. adviser | 16% | 0.59% | Jackson National Asset Management, LLC |
| 15 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX diff. adviser | 16% | 0.70% | Lazard Asset Management LLC |
| 16 | Large Cap Growth Fund | 16% | 0.83% | Madison Asset Management, LLC |
| 17 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 16% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund diff. adviser | 16% | 0.66% | Lincoln Financial Investments Corporation |
| 19 | Davidson Multi-Cap Equity Fund · DFMAX, DFMIX diff. adviser | 16% | 0.90% | Davidson Investment Advisors Inc |
| 20 | Torray Equity Income Fund · TORYX diff. adviser | 16% | 0.95% | Torray Investment Partners LLC |
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