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 | Pioneer Multi-Asset Income Fund · PMFRX cheaper | 18% | 0.56% | — |
| 2 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 17% | 0.55% | — |
| 3 | Pioneer Equity Income VCT Portfolio cheaper | 16% | 0.83% | Amundi Asset Management US, Inc. |
| 4 | Victory Pioneer Intrinsic Value Fund cheaper | 15% | 0.55% | — |
| 5 | CITY NATIONAL ROCHDALE EQUITY INCOME FUND · RIMHX, CNRHX | 15% | 1.10% | — |
| 6 | Pioneer Equity Income Fund cheaper | 15% | 0.68% | Amundi Asset Management US, Inc. |
| 7 | Pioneer Mid Cap Value VCT Portfolio cheaper | 12% | 0.80% | Amundi Asset Management US, Inc. |
| 8 | Pioneer Mid Cap Value Fund · PCMRX cheaper | 12% | 0.88% | Amundi Asset Management US, Inc. |
| 9 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX cheaper | 12% | 0.70% | — |
| 10 | Pioneer Global Sustainable Equity Fund · PRGEX cheaper | 10% | 0.75% | — |
| 11 | Victory Pioneer Global Value Fund cheaper | 10% | 0.70% | — |
| 12 | Pioneer Balanced ESG Fund · CBPRX cheaper | 8% | 0.64% | — |
| 13 | Quality Dividend Fund | 8% | 0.99% | — |
| 14 | Opal Dividend Income ETF cheaper diff. adviser | 7% | 0.65% | TrueMark Investments, LLC |
| 15 | Gotham Hedged Core Fund · GCHDX diff. adviser | 6% | 1.70% | Gotham Asset Management, LLC |
| 16 | Gotham Defensive Long 500 Fund · GDLFX diff. adviser | 6% | 1.35% | Gotham Asset Management, LLC |
| 17 | Pioneer Core Equity Fund · CERPX cheaper | 6% | 0.58% | Amundi Asset Management US, Inc. |
| 18 | DSS AmericaFirst Income Fund · AFPAX, AFPUX, AFPIX diff. adviser | 6% | 2.50% | AmericaFirst Wealth Management, Inc. |
| 19 | Series D (World Equity Income Series) cheaper | 6% | 0.87% | — |
| 20 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 5% | 2.02% | Gotham Asset Management, LLC |
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