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 | Milliman - Capital Group Hedged U.S. Income and Growth Fund diff. adviser | 31% | 1.09% | Milliman Financial Risk Management LLC |
| 2 | ClearBridge Focus Value ESG ETF · CFCV cheaper | 30% | 0.48% | — |
| 3 | Chestnut Street Exchange Fund diff. adviser | 27% | — | Mitchell Sinkler & Starr Inc |
| 4 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX cheaper | 27% | 0.76% | — |
| 5 | Essential 40 Stock Fund cheaper | 26% | 0.70% | — |
| 6 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX cheaper diff. adviser | 25% | 0.49% | Fidelity Management & Research Company LLC |
| 7 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 25% | 0.00% | — |
| 8 | Large Cap Equity Fund · TLGUX cheaper | 24% | 0.47% | — |
| 9 | Victory 500 Index VIP Series cheaper diff. adviser | 24% | 0.28% | Victory Capital Management Inc. |
| 10 | MassMutual Main Street Fund cheaper | 24% | 0.89% | — |
| 11 | Guggenheim Directional Allocation Fund | 23% | 1.08% | — |
| 12 | Guggenheim RBP Large-Cap Defensive Fund cheaper | 23% | 0.92% | — |
| 13 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 23% | 0.60% | Global X Management Company LLC |
| 14 | Fidelity Advisor Global Equity Income Fund · FBLYX, FGABX, FGTNX, FBUSX, FIQQX cheaper | 23% | 0.90% | — |
| 15 | Guggenheim RBP Large-Cap Market Fund cheaper | 23% | 0.93% | — |
| 16 | AST MFS Global Equity Portfolio | 23% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | MML Equity Rotation Fund cheaper diff. adviser | 22% | 0.70% | MML Investment Advisers, LLC |
| 18 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 22% | 0.64% | Mar Vista Investment Partners |
| 19 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 21% | 2.02% | Gotham Asset Management, LLC |
| 20 | Madison Sustainable Equity Fund · MFSIX, MFSYX cheaper diff. adviser | 21% | 0.81% | Madison Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.