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 | Steward Large Cap Core Fund · SJCAX, SJCCX, SJCRX, SJCIX cheaper | 54% | 0.75% | Crossmark Global Investments, Inc. |
| 2 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX cheaper | 44% | 0.75% | Crossmark Global Investments, Inc. |
| 3 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX cheaper | 28% | 0.75% | Crossmark Global Investments, Inc. |
| 4 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 21% | 0.19% | Lattice Strategies LLC |
| 5 | Fidelity Enhanced Mid Cap ETF · FMDE cheaper diff. adviser | 21% | 0.23% | Fidelity Management & Research Company LLC |
| 6 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 21% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | GuideMark Large Cap Core Fund · GMLGX, GILGX, GLCPX cheaper diff. adviser | 20% | 0.55% | AssetMark Inc. |
| 8 | Leadershares Alphafactor US Core Equity ETF cheaper diff. adviser | 20% | 0.75% | Redwood Investment Management, LLC |
| 9 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 20% | 0.73% | PGIM INVESTMENTS LLC |
| 10 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper diff. adviser | 20% | 0.18% | The Vanguard Group, Inc. |
| 11 | Principal Value ETF · PY cheaper diff. adviser | 20% | 0.15% | Principal Global Investors, LLC |
| 12 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX cheaper diff. adviser | 20% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 13 | VANGUARD U.S. QUALITY FACTOR ETF · VFQY cheaper diff. adviser | 19% | 0.13% | The Vanguard Group, Inc. |
| 14 | VANGUARD U.S. MULTIFACTOR ETF · VFMF cheaper diff. adviser | 19% | 0.18% | The Vanguard Group, Inc. |
| 15 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX cheaper diff. adviser | 19% | 0.78% | AQR Capital Management, LLc |
| 16 | Systematic Core Fund · VCGAX cheaper diff. adviser | 18% | 0.64% | The Variable Annuity Life Insurance Company |
| 17 | JNL/Goldman Sachs 4 Fund cheaper diff. adviser | 18% | 0.40% | Jackson National Asset Management, LLC |
| 18 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper diff. adviser | 18% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Disciplined Core Value Fund · BIGRX, AMADX, AMGIX, ACGCX, AICRX, AICGX cheaper diff. adviser | 18% | 0.45% | American Century Investment Management, Inc. |
| 20 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 18% | 0.64% | SunAmerica Asset Management, LLC |
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