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 | VanEck Morningstar Wide Moat Growth ETF · MGRO cheaper | 43% | 0.49% | — |
| 2 | Centre American Select Equity Fund | 16% | 1.05% | Centre Asset Management, LLC |
| 3 | Humankind U.S. Stock ETF cheaper | 16% | 0.11% | Humankind Benefit Corp |
| 4 | Gotham Enhanced 500 Plus Fund · GEFPX | 16% | 2.02% | Gotham Asset Management, LLC |
| 5 | AXS Change Finance ESG ETF cheaper | 16% | 0.49% | AXS Investments LLC |
| 6 | Gotham Hedged Core Fund · GCHDX | 15% | 1.70% | Gotham Asset Management, LLC |
| 7 | CornerCap Fundametrics Large-Cap ETF · FUNL | 15% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 8 | Coho Relative Value Equity Fund · COHIX, COHOX | 15% | 0.79% | Coho Partners Ltd. |
| 9 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 14% | 0.47% | Fisher Asset Management LLC |
| 10 | Chestnut Street Exchange Fund | 14% | — | Mitchell Sinkler & Starr Inc |
| 11 | AST MFS Global Equity Portfolio | 14% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 12 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX | 13% | 0.71% | Brown Brothers Harriman & Co. |
| 13 | Quality Dividend Fund | 13% | 0.99% | — |
| 14 | Global X Nasdaq 100 ESG Covered Call ETF | 13% | 0.61% | Global X Management Company LLC |
| 15 | Pioneer Core Equity Fund · CERPX | 13% | 0.58% | Amundi Asset Management US, Inc. |
| 16 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 13% | 0.55% | Fidelity Management & Research Company LLC |
| 17 | Pioneer Fundamental Growth Fund | 12% | 0.66% | — |
| 18 | Neuberger Berman Dividend Growth Fund · NDGAX, NDGCX, NDGIX, NRDGX | 12% | 0.60% | Neuberger Berman Investment Advisers LLC |
| 19 | Milliman - Capital Group Hedged U.S. Income and Growth Fund | 12% | 1.09% | Milliman Financial Risk Management LLC |
| 20 | Lazard Global Equity Select Portfolio · GESIX, GESOX, RLGEX | 12% | 0.85% | Lazard Asset Management LLC |
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