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 Global Sustainable Equity Fund · PRGEX | 37% | 0.75% | — |
| 2 | Pioneer Global Sustainable Value Fund · PSUYX, GBVCX, PGSVX | 30% | 0.70% | — |
| 3 | Victory Pioneer Global Value Fund | 29% | 0.70% | — |
| 4 | Pioneer International Equity Fund | 21% | 0.76% | Amundi Asset Management US, Inc. |
| 5 | Pioneer Equity Premium Income Fund · MUARX | 18% | 0.90% | Amundi Asset Management US, Inc. |
| 6 | Pioneer Equity Income VCT Portfolio | 16% | 0.83% | Amundi Asset Management US, Inc. |
| 7 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 15% | 0.55% | — |
| 8 | Victory Pioneer Intrinsic Value Fund cheaper | 14% | 0.55% | — |
| 9 | Pioneer Equity Income Fund | 13% | 0.68% | Amundi Asset Management US, Inc. |
| 10 | Pioneer Disciplined Value Fund · CVRFX cheaper | 12% | 0.45% | — |
| 11 | Pioneer Balanced ESG Fund · CBPRX | 12% | 0.64% | — |
| 12 | Pioneer Core Equity Fund · CERPX | 11% | 0.58% | Amundi Asset Management US, Inc. |
| 13 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 9% | 0.47% | Fidelity Management & Research Company LLC |
| 14 | Stock Dividend Fund, Inc. | 8% | 0.85% | Adams Asset Advisors, LLC |
| 15 | BlackRock Sustainable U.S. Value Equity Fund cheaper | 8% | 0.48% | — |
| 16 | Gotham Enhanced 500 Plus Fund · GEFPX | 8% | 2.02% | Gotham Asset Management, LLC |
| 17 | Pioneer Global Sustainable Growth Fund · SUGCX, SUGYX, SUGAX | 8% | 0.70% | — |
| 18 | LVIP Invesco Select Equity Income Managed Volatility Fund | 8% | 0.58% | Lincoln Financial Investments Corporation |
| 19 | Quality Dividend Fund | 7% | 0.99% | — |
| 20 | Victory Pioneer Global Growth Fund | 7% | 0.70% | — |
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