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 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX | 21% | 0.44% | Innealta Capital, LLC |
| 2 | Strive Mid-Cap ETF · STXM | 21% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | RiverNorth Patriot ETF | 20% | 0.70% | TrueMark Investments, LLC |
| 4 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX | 19% | 0.76% | Victory Capital Management Inc. |
| 5 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE | 19% | 0.52% | Timothy Partners Ltd. |
| 6 | Sofi Next 500 ETF · SFYX | 18% | 0.06% | Tidal Investments LLC |
| 7 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX | 18% | 0.80% | Principal Global Investors, LLC |
| 8 | PSF Mid-Cap Growth Portfolio | 16% | 0.66% | PGIM INVESTMENTS LLC |
| 9 | MassMutual Mid Cap Value Fund | 13% | 0.69% | — |
| 10 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX | 12% | 0.00% | — |
| 11 | VictoryShares US Small Cap Volatility Wtd ETF · CSA | 11% | 0.35% | Victory Capital Management Inc. |
| 12 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF | 11% | 0.41% | Victory Capital Management Inc. |
| 13 | BlackRock SMID-Cap Growth Equity Fund | 10% | 0.75% | BlackRock Advisors, LLC |
| 14 | Hartford Longevity Economy ETF · HLGE | 9% | 0.44% | — |
| 15 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX | 9% | 0.00% | — |
| 16 | Humankind U.S. Stock ETF | 9% | 0.11% | Humankind Benefit Corp |
| 17 | Invesco ESG Nasdaq NextGen 100 ETF | 9% | 0.20% | Invesco Capital Management LLC |
| 18 | Natixis Target Retirement 2060 Fund · NSFMX | 9% | 0.49% | Natixis Advisors, LLC |
| 19 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX | 9% | 0.61% | Voya Investments, LLC |
| 20 | Natixis Target Retirement 2065 Fund · NSFOX | 9% | 0.49% | Natixis Advisors, LLC |
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