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 | The Osterweis Fund · OSTFX diff. adviser | 61% | 0.96% | Osterweis Capital Management, Inc. |
| 2 | The Osterweis Strategic Income Fund · OSTIX cheaper | 37% | 0.83% | Osterweis Capital Management, LLC |
| 3 | Stock Portfolio diff. adviser | 28% | — | Boston Management and Research |
| 4 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 28% | — | — |
| 5 | Eaton Vance Enhanced Equity Income Fund | 28% | — | — |
| 6 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 26% | 0.17% | SSGA Funds Management, Inc. |
| 7 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper diff. adviser | 26% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 25% | 0.92% | Park Avenue Institutional Advisers LLC |
| 9 | AB US Low Volatility Equity ETF · LOWV cheaper diff. adviser | 25% | 0.39% | AllianceBernstein L.P. |
| 10 | Old Westbury All Cap Core Fund · OWACX diff. adviser | 25% | 0.95% | Bessemer Investment Management LLC |
| 11 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 25% | — | — |
| 12 | Janus Henderson Global Research Portfolio · JAWGX cheaper diff. adviser | 24% | 0.72% | Janus Henderson Investors US LLC |
| 13 | Janus Henderson Global Research Fund · JAWWX, JDWAX, JWWCX, JWWFX, JDWRX, JWGRX, JANWX, JDWNX cheaper | 24% | 0.75% | — |
| 14 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 24% | 0.79% | Aptus Capital Advisors, LLC |
| 15 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 24% | 0.79% | Aptus Capital Advisors, LLC |
| 16 | Calvert Balanced Fund · CSIFX, CSGCX, CBAIX, CBARX cheaper diff. adviser | 24% | 0.60% | Calvert Research and Management |
| 17 | Neuberger Berman Multi-Cap Opportunities Fund · NMUAX, NMUCX, NMULX, NMUEX cheaper diff. adviser | 24% | 0.13% | Neuberger Berman Investment Advisers LLC |
| 18 | Calvert VP SRI Balanced Portfolio cheaper diff. adviser | 24% | 0.64% | Calvert Research and Management |
| 19 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 24% | 0.28% | Allspring Funds Management, LLC |
| 20 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 23% | 0.00% | Allspring Funds Management, LLC |
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