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 | Invesco Global Core Equity Fund · AWSAX, AWSCX, AWSIX, AWSYX, AWSRX cheaper | 96% | 0.90% | Invesco Advisers, Inc. |
| 2 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 31% | 0.68% | SunAmerica Asset Management, LLC |
| 3 | Destinations Large Cap Equity Fund · DLCFX, DLCZX cheaper diff. adviser | 31% | 0.66% | Brinker Capital Investments, LLC |
| 4 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 31% | 1.00% | Crossmark Global Investments, Inc. |
| 5 | Invesco S&P 500 Index Fund · SPIAX, SPICX, SPIDX, SPIRX cheaper | 31% | 0.19% | Invesco Advisers, Inc. |
| 6 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 30% | 0.46% | Franklin Advisers, Inc. |
| 7 | American Century Large Cap Equity ETF · ACLC cheaper | 30% | 0.39% | — |
| 8 | Invesco MSCI Global Climate 500 ETF cheaper diff. adviser | 30% | 0.10% | Invesco Capital Management LLC |
| 9 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX cheaper diff. adviser | 30% | 0.71% | Voya Investments, LLC |
| 10 | Columbia Variable Portfolio - Contrarian Core Fund cheaper diff. adviser | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 11 | NYLI VP MFS Investors Trust Portfolio cheaper diff. adviser | 30% | 0.74% | New York Life Investment Management LLC |
| 12 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 30% | 1.09% | — |
| 13 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX cheaper diff. adviser | 30% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 14 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX diff. adviser | 30% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 15 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 30% | 1.28% | Sparrow Capital Management, Inc. |
| 16 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 30% | 0.00% | American Century Investment Management, Inc. |
| 17 | Cromwell Long Short Fund · MFADX, MFLDX diff. adviser | 30% | 1.91% | Cromwell Investment Advisors, LLC |
| 18 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper diff. adviser | 30% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | MFS Investors Trust Series cheaper diff. adviser | 30% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Invesco Main Street Fund cheaper | 30% | 0.49% | Invesco Advisers, Inc. |
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