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 | JPMorgan Realty Income Fund | 46% | — | — |
| 2 | NT Global Real Estate Fund | 43% | 0.01% | — |
| 3 | Fidelity Flex Real Estate Fund | 42% | — | — |
| 4 | Nuveen Diversified Dividend and Income Fund | 19% | — | — |
| 5 | Securian AM Real Asset Income Fund | 15% | — | — |
| 6 | Hancock Horizon Diversified Income Fund | 9% | — | — |
| 7 | Easterly Multi Strategy Alternative Income Fund | 9% | 2.79% | — |
| 8 | Aberdeen Global Equity Impact Fund | 8% | — | — |
| 9 | Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio | 8% | — | — |
| 10 | The Long-Term Care ETF | 7% | — | — |
| 11 | Trend Aggregation US ETF | 7% | — | — |
| 12 | iShares Russell 1000 Pure U.S. Revenue ETF | 6% | — | — |
| 13 | Orinda Income Opportunities Fund | 6% | 1.45% | — |
| 14 | Pacer Salt Low truBeta US Market ETF | 6% | — | — |
| 15 | CARILLON CHARTWELL MID CAP VALUE FUND | 5% | 0.90% | — |
| 16 | AGFIQ Hedged Dividend Income Fund | 5% | — | — |
| 17 | PGIM QMA Strategic Alpha Large-Cap Core ETF | 5% | — | — |
| 18 | JPMorgan Market Expansion Enhanced Index Fund | 5% | — | — |
| 19 | Hartford Multifactor Large Cap Value Fund | 5% | — | — |
| 20 | MM S&P Mid Cap Index Fund | 4% | 0.18% | — |
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