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 | PSF PGIM Jennison Value Portfolio cheaper | 88% | 0.42% | PGIM INVESTMENTS LLC |
| 2 | PGIM Jennison Focused Value Fund · PJIAX, PJGCX, PJGZX, PJORX, PJOQX | 61% | 0.75% | — |
| 3 | PGIM Jennison Focused Value ETF · PJFV | 60% | 0.75% | PGIM INVESTMENTS LLC |
| 4 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX | 47% | 0.99% | PGIM INVESTMENTS LLC |
| 5 | PSF PGIM Jennison Blend Portfolio | 46% | 0.45% | PGIM INVESTMENTS LLC |
| 6 | PGIM Jennison Blend Fund · PBQAX, PRECX, PEQZX, PBQQX | 43% | 0.64% | PGIM INVESTMENTS LLC |
| 7 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 8 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 38% | 0.43% | Voya Investments, LLC |
| 9 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX diff. adviser | 37% | 0.44% | Fidelity Management & Research Company LLC |
| 10 | Transamerica Large Value Active ETF | 37% | — | — |
| 11 | Fidelity Equity-Income K6 Fund · FEKFX cheaper diff. adviser | 37% | 0.34% | Fidelity Management & Research Company LLC |
| 12 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 36% | 0.54% | Columbia Management Investment Advisers, LLC |
| 13 | JNL/Invesco Diversified Dividend Fund diff. adviser | 36% | 0.68% | Jackson National Asset Management, LLC |
| 14 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 35% | 1.22% | AllianceBernstein L.P. |
| 15 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 35% | 0.63% | Transamerica Asset Management, Inc. |
| 16 | VIP Equity-Income Portfolio diff. adviser | 35% | 0.47% | Fidelity Management & Research Company LLC |
| 17 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX diff. adviser | 35% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 18 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 35% | 0.69% | Transamerica Asset Management, Inc. |
| 19 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 35% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 20 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 35% | 0.92% | Macquarie Investment Management Business Trust |
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