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 Blend Portfolio cheaper | 44% | 0.45% | PGIM INVESTMENTS LLC |
| 2 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper | 43% | 0.44% | PGIM INVESTMENTS LLC |
| 3 | PSF PGIM Jennison Value Portfolio cheaper | 42% | 0.42% | PGIM INVESTMENTS LLC |
| 4 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 41% | 0.15% | BlackRock Fund Advisors |
| 5 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 41% | 0.36% | Voya Investments, LLC |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 41% | 0.05% | The Vanguard Group, Inc. |
| 7 | PSF PGIM Jennison Growth Portfolio cheaper | 40% | 0.60% | PGIM INVESTMENTS LLC |
| 8 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 40% | 0.57% | — |
| 9 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 40% | 0.90% | Calamos Advisors LLC |
| 10 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 40% | 0.09% | — |
| 11 | Optimized Equity Income ETF · OEI | 40% | 0.75% | — |
| 12 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 40% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 14 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 40% | 0.59% | Harbor Capital Advisors, Inc. |
| 15 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 40% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | Horizon Expedition Plus ETF · HBTA diff. adviser | 39% | 0.86% | HORIZON INVESTMENTS LLC. |
| 17 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 39% | 1.00% | Crossmark Global Investments, Inc. |
| 18 | Jennison Growth Portfolio cheaper diff. adviser | 39% | 0.54% | Brighthouse Investment Advisers, LLC |
| 19 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 39% | — | Boston Management and Research |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 39% | — | — |
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