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 HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX diff. adviser | 46% | 0.64% | Hartford Funds Management Company, LLC |
| 2 | Guardian Equity Income VIP Fund diff. adviser | 44% | 0.55% | Park Avenue Institutional Advisers LLC |
| 3 | JNL/WMC Equity Income Fund diff. adviser | 43% | 0.59% | Jackson National Asset Management, LLC |
| 4 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 38% | 0.70% | New York Life Investment Management LLC |
| 5 | JNL/WMC Value Fund diff. adviser | 37% | 0.49% | Jackson National Asset Management, LLC |
| 6 | Artisan Select Equity Fund · APHNX, ARTNX, APDNX diff. adviser | 35% | 1.09% | Artisan Partners Limited Partnership |
| 7 | American Beacon Large Cap Value Fund · AADEX, AAGPX, AVASX, ABLYX, ALVAX, ALVCX, AALRX diff. adviser | 34% | 0.64% | American Beacon Advisors, Inc. |
| 8 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper diff. adviser | 33% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 9 | EQUITY INCOME PORTFOLIO cheaper diff. adviser | 32% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 10 | Artisan Global Value Fund · ARTGX, APHGX, APDGX diff. adviser | 32% | 1.02% | Artisan Partners Limited Partnership |
| 11 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 30% | 0.85% | SunAmerica Asset Management, LLC |
| 12 | Hotchkis and Wiley Large Cap Disciplined Value Fund · HWCIX, HWCAX, HWCCX diff. adviser | 28% | 0.80% | Hotchkis and Wiley Capital Management, LLC |
| 13 | Hotchkis and Wiley Large Cap Fundamental Value Fund · HWLIX, HWLAX, HWLZX diff. adviser | 27% | 0.85% | Hotchkis and Wiley Capital Management, LLC |
| 14 | Large Company Value Portfolio · DTLVX, WLCVX diff. adviser | 27% | 1.00% | Wilshire Advisors LLC |
| 15 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 27% | 0.73% | New York Life Investment Management LLC |
| 16 | DIVERSIFIED VALUE PORTFOLIO cheaper diff. adviser | 27% | 0.28% | Hotchkis and Wiley Capital Management, LLC, Lazard Asset Management LLC |
| 17 | NYLI VP Balanced Portfolio diff. adviser | 27% | 0.71% | New York Life Investment Management LLC |
| 18 | American Beacon Balanced Fund · AADBX, AABPX, ABLSX, ACBYX, ABFAX, ABCCX diff. adviser | 27% | 0.88% | American Beacon Advisors, Inc. |
| 19 | LVIP BlackRock Equity Dividend Fund diff. adviser | 26% | 0.65% | Lincoln Financial Investments Corporation |
| 20 | EQ/Invesco Comstock Portfolio diff. adviser | 25% | 0.75% | Equitable Investment Management Group, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.