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 Mid Cap Value VCT Portfolio cheaper | 97% | 0.80% | Amundi Asset Management US, Inc. |
| 2 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 35% | 0.55% | — |
| 3 | Victory Pioneer Intrinsic Value Fund cheaper | 31% | 0.55% | — |
| 4 | Pioneer Equity Income VCT Portfolio cheaper | 31% | 0.83% | Amundi Asset Management US, Inc. |
| 5 | Pioneer Equity Income Fund cheaper | 28% | 0.68% | Amundi Asset Management US, Inc. |
| 6 | THRIVENT CORE MID CAP VALUE FUND cheaper diff. adviser | 13% | 0.05% | Thrivent Asset Management, LLC |
| 7 | CITY NATIONAL ROCHDALE EQUITY INCOME FUND · RIMHX, CNRHX | 13% | 1.10% | — |
| 8 | AST Mid-Cap Value Portfolio | 12% | 1.02% | — |
| 9 | Pioneer Equity Premium Income Fund · MUARX | 12% | 0.90% | Amundi Asset Management US, Inc. |
| 10 | MassMutual Mid Cap Value Fund cheaper | 11% | 0.69% | — |
| 11 | Pioneer Global Sustainable Equity Fund · PRGEX cheaper | 11% | 0.75% | — |
| 12 | Simplify Next Intangible Value Index ETF · NXTV cheaper | 11% | 0.25% | — |
| 13 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN cheaper | 10% | 0.75% | — |
| 14 | Pioneer Disciplined Value Fund · CVRFX cheaper | 10% | 0.45% | — |
| 15 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX cheaper | 10% | 0.70% | — |
| 16 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper diff. adviser | 10% | 0.47% | Fidelity Management & Research Company LLC |
| 17 | VictoryShares Nasdaq Next 50 ETF · QQQN cheaper diff. adviser | 10% | 0.18% | Victory Capital Management Inc. |
| 18 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX cheaper | 9% | 0.50% | — |
| 19 | Pioneer Core Equity Fund · CERPX cheaper | 9% | 0.58% | Amundi Asset Management US, Inc. |
| 20 | Victory Pioneer Global Value Fund cheaper | 9% | 0.70% | — |
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