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 | Snow Capital Long/Short Opportunity Fund | 12% | — | — |
| 2 | Invesco V.I. Managed Volatility Fund | 12% | — | — |
| 3 | Donoghue Forlines Dividend Mid-Cap Fund | 11% | — | — |
| 4 | JNL/Boston Partners Global Long Short Equity Fund | 9% | — | — |
| 5 | AIG Focused Alpha Large-Cap Fund | 9% | — | — |
| 6 | First Trust Mega Cap AlphaDex Fund | 9% | — | — |
| 7 | AGFIQ U.S. Market Neutral Value Fund | 9% | — | — |
| 8 | THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES | 9% | — | — |
| 9 | SPDR MFS Systematic Value Equity ETF | 8% | — | — |
| 10 | VOYA NATURAL RESOURCES EQUITY INCOME FUND | 8% | — | — |
| 11 | Value Fund | 8% | — | — |
| 12 | Large Cap Value Fund | 7% | — | — |
| 13 | AST WEDGE Capital Mid-Cap Value Portfolio | 7% | — | — |
| 14 | Nuveen Large Cap Value Fund | 7% | 0.75% | — |
| 15 | AMG SouthernSun U.S. Equity Fund | 7% | — | — |
| 16 | Nuveen Tax-Advantaged Total Return Strategy Fund | 7% | — | — |
| 17 | PPM Mid Cap Value Fund | 6% | — | — |
| 18 | Janus Henderson Global Value Fund | 6% | — | — |
| 19 | Amplify CrowdBureau(R) Online Lending and Digital Banking ETF | 6% | — | — |
| 20 | iShares Russell 1000 Pure U.S. Revenue ETF | 6% | — | — |
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