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 | Leuthold Core Investment Fund cheaper | 70% | 1.34% | — |
| 2 | Gotham Enhanced 500 Plus Fund · GEFPX | 25% | 2.02% | Gotham Asset Management, LLC |
| 3 | Guggenheim Directional Allocation Fund cheaper | 22% | 1.08% | — |
| 4 | MML Equity Rotation Fund cheaper | 22% | 0.70% | MML Investment Advisers, LLC |
| 5 | Victory 500 Index VIP Series cheaper | 22% | 0.28% | Victory Capital Management Inc. |
| 6 | FIS Knights of Columbus Global Belief ETF cheaper | 21% | 0.76% | Faith Investor Services, LLC |
| 7 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 21% | 0.00% | — |
| 8 | Leuthold Global Fund | 21% | 1.95% | — |
| 9 | Large Cap Equity Fund · TLGUX cheaper | 21% | 0.47% | — |
| 10 | Guggenheim RBP Large-Cap Market Fund cheaper | 20% | 0.93% | — |
| 11 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 20% | 0.47% | Fisher Asset Management LLC |
| 12 | Guggenheim RBP Large-Cap Defensive Fund cheaper | 20% | 0.92% | — |
| 13 | Allspring Diversified Large Cap Growth Portfolio | 20% | — | — |
| 14 | MM Equity Asset Fund cheaper | 19% | 0.28% | — |
| 15 | Guggenheim Capital Stewardship Fund · GFCIX cheaper | 19% | 1.01% | — |
| 16 | Gotham Hedged Core Fund · GCHDX | 19% | 1.70% | Gotham Asset Management, LLC |
| 17 | Alpha Dog ETF cheaper | 19% | 0.90% | — |
| 18 | Nuveen Social Choice Low Carbon Equity Fund · TPWCX, TLWCX, TEWCX, TNWCX, TCCHX cheaper | 18% | 0.30% | Teachers Advisors, LLC |
| 19 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 18% | 0.32% | — |
| 20 | Fidelity SAI Sustainable Future Fund · FIDHX cheaper | 18% | 0.60% | — |
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