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 | ALPS Balanced Opportunity Fund · ALIBX, ALCBX, ALPBX, ALABX | 66% | 0.85% | ALPS Advisors, Inc. |
| 2 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 46% | 0.36% | Hartford Funds Management Company, LLC |
| 3 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 45% | 0.79% | Swan Capital Management, LLC |
| 4 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX diff. adviser | 44% | 0.59% | Hartford Funds Management Company, LLC |
| 5 | Hartford Equity Premium Income ETF · HEMI | 44% | 0.49% | — |
| 6 | SFT Wellington Core Equity Fund diff. adviser | 44% | 0.78% | Securian Asset Management, Inc. |
| 7 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 44% | 1.91% | — |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 43% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | Guardian Integrated Research VIP Fund diff. adviser | 43% | 0.84% | Park Avenue Institutional Advisers LLC |
| 10 | Nuveen S&P 500 Dynamic Overwrite Fund | 42% | — | — |
| 11 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 42% | 1.09% | — |
| 12 | Zacks All-Cap Core Fund diff. adviser | 42% | 1.01% | Zacks Investment Management, Inc. |
| 13 | American Century Large Cap Equity ETF · ACLC cheaper | 42% | 0.39% | — |
| 14 | Large Cap Core Portfolio I diff. adviser | 42% | — | UBS Trust Company of Puerto Rico |
| 15 | Optimized Equity Income ETF · OEI | 42% | 0.75% | — |
| 16 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 42% | 0.99% | Advisors Preferred, LLC |
| 17 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 42% | — | Boston Management and Research |
| 18 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 42% | 0.00% | American Century Investment Management, Inc. |
| 19 | Nelson Select ETF | 42% | — | — |
| 20 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 41% | 0.45% | Principal Global Investors, LLC |
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