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 | JNL/Mellon Equity Income Fund | 61% | — | — |
| 2 | BNY Mellon Growth and Income Fund, Inc. | 60% | — | — |
| 3 | Core Value Portfolio | 54% | — | — |
| 4 | FIRST INVESTORS GROWTH & INCOME FUND | 30% | — | — |
| 5 | FIRST INVESTORS LIFE SERIES GROWTH & INCOME FUND | 29% | — | — |
| 6 | Invesco Russell 1000 Yield Factor ETF | 28% | — | — |
| 7 | First Investors Equity Income Fund | 27% | — | — |
| 8 | First Investors Life Series Equity Income Fund | 26% | — | — |
| 9 | T. Rowe Price Institutional U.S. Structured Research Fund | 25% | — | — |
| 10 | Invesco Russell 1000 Low Volatility Factor ETF | 25% | — | — |
| 11 | JNL/PPM America Value Equity Fund | 25% | — | — |
| 12 | JNL/Mellon S&P 1500 Value Index Fund | 25% | — | — |
| 13 | Great-West T. Rowe Price Equity Income Fund | 25% | — | — |
| 14 | Gotham Absolute 500 Core Fund | 25% | — | — |
| 15 | Gotham Enhanced Index Plus Fund | 24% | — | — |
| 16 | Invesco S&P Financials Revenue ETF | 23% | — | — |
| 17 | Invesco ESG Revenue ETF | 23% | — | — |
| 18 | Invesco Russell 1000 Momentum Factor ETF | 23% | — | — |
| 19 | Equity Income Series | 23% | — | — |
| 20 | First Investors Premium Income Fund | 22% | — | — |
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