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 | Victory Pioneer Intrinsic Value Fund | 76% | 0.55% | — |
| 2 | Pioneer Equity Income VCT Portfolio | 74% | 0.83% | Amundi Asset Management US, Inc. |
| 3 | Pioneer Equity Income Fund | 72% | 0.68% | Amundi Asset Management US, Inc. |
| 4 | Pioneer Mid Cap Value Fund · PCMRX | 35% | 0.88% | Amundi Asset Management US, Inc. |
| 5 | Pioneer Mid Cap Value VCT Portfolio | 34% | 0.80% | Amundi Asset Management US, Inc. |
| 6 | Pioneer Disciplined Value Fund · CVRFX cheaper | 23% | 0.45% | — |
| 7 | Pioneer Global Sustainable Equity Fund · PRGEX | 23% | 0.75% | — |
| 8 | Quality Dividend Fund | 22% | 0.99% | — |
| 9 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX | 22% | 0.70% | — |
| 10 | Victory Pioneer Global Value Fund | 22% | 0.70% | — |
| 11 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 21% | 0.47% | Fidelity Management & Research Company LLC |
| 12 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper | 19% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 13 | Delaware Ivy Value Fund | 18% | 0.72% | — |
| 14 | Pioneer Core Equity Fund · CERPX | 18% | 0.58% | Amundi Asset Management US, Inc. |
| 15 | Essential 40 Stock Fund | 17% | 0.70% | — |
| 16 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX cheaper | 17% | 0.49% | Fidelity Management & Research Company LLC |
| 17 | Pioneer Equity Premium Income Fund · MUARX | 17% | 0.90% | Amundi Asset Management US, Inc. |
| 18 | Allspring Large Company Value Fund · WWIDX, WLCAX, WFLVX, WLCIX, WTLVX cheaper | 16% | 0.40% | — |
| 19 | Pioneer Multi-Asset Income Fund · PMFRX | 15% | 0.56% | — |
| 20 | WCM Quality Dividend Growth Fund · WCMYX, WQDGX | 15% | 0.99% | WCM INVESTMENT MANAGEMENT |
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