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 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX cheaper | 35% | 0.61% | Voya Investments, LLC |
| 2 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper | 33% | 0.70% | Lazard Asset Management LLC |
| 3 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 29% | 0.00% | — |
| 4 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 29% | 0.67% | — |
| 5 | Milliman - Capital Group Hedged U.S. Income and Growth Fund | 29% | 1.09% | Milliman Financial Risk Management LLC |
| 6 | Madison Sustainable Equity Fund · MFSIX, MFSYX | 28% | 0.81% | Madison Asset Management, LLC |
| 7 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 27% | 1.10% | Calamos Advisors LLC |
| 8 | ALTA QUALITY GROWTH FUND · AQLGX | 27% | 0.79% | — |
| 9 | AST ClearBridge Dividend Growth Portfolio | 27% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | MML Equity Rotation Fund cheaper | 26% | 0.70% | MML Investment Advisers, LLC |
| 11 | MM Equity Asset Fund cheaper | 26% | 0.28% | — |
| 12 | Azoria 500 Meritocracy ETF · SPXM cheaper | 25% | 0.47% | — |
| 13 | American Century Low Volatility ETF cheaper | 25% | 0.29% | — |
| 14 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX | 25% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 15 | Victory 500 Index VIP Series cheaper | 25% | 0.28% | Victory Capital Management Inc. |
| 16 | Global X S&P 500 ESG Covered Call ETF cheaper | 25% | 0.60% | Global X Management Company LLC |
| 17 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 25% | 0.10% | Invesco Capital Management LLC |
| 18 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 24% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 19 | LargeCap S&P 500 Managed Volatility Index Account cheaper | 24% | 0.37% | Principal Global Investors, LLC |
| 20 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 24% | 0.57% | — |
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