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 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 32% | 1.43% | Teton Advisors, LLC |
| 2 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 29% | 0.55% | Westwood Management Corp. |
| 3 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX | 26% | 1.19% | Timothy Partners Ltd. |
| 4 | Timothy Plan Strategic Growth Fund · TSGAX, TSGCX, TISGX | 22% | 1.50% | Timothy Partners Ltd. |
| 5 | WESTWOOD QUALITY MIDCAP FUND · WWMCX cheaper diff. adviser | 21% | 0.69% | Westwood Management Corp. |
| 6 | TETON Westwood Balanced Fund · WEBCX, WEBAX, WBCCX, WBBIX diff. adviser | 19% | 1.18% | Teton Advisors, LLC |
| 7 | Timothy Plan Conservative Growth Fund · TCGAX, TCVCX, TIICX | 18% | 1.54% | Timothy Partners Ltd. |
| 8 | AMF LARGE CAP EQUITY FUND · IICAX, IICHX diff. adviser | 18% | 1.65% | System 2 Advisors, L.P. |
| 9 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper diff. adviser | 17% | 0.68% | Westwood Management Corp. |
| 10 | Equity Income Account cheaper diff. adviser | 16% | 0.48% | Principal Global Investors, LLC |
| 11 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper diff. adviser | 16% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 12 | Equity Income Fund · PQIAX, PEUCX, PEIIX, PEIOX, PEIQX, PEIJX cheaper diff. adviser | 16% | 0.52% | Principal Global Investors, LLC |
| 13 | Large-Cap Value Portfolio cheaper diff. adviser | 15% | 0.62% | Pacific Life Fund Advisors LLC |
| 14 | ClearBridge Variable Large Cap Value Portfolio · QLMVIX cheaper diff. adviser | 15% | 0.72% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 14% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Sit Mid Cap Growth Fund · NBNGX diff. adviser | 13% | 1.25% | Sit Investment Associates, Inc. |
| 17 | God Bless America ETF · YALL cheaper diff. adviser | 13% | 0.65% | Tidal Investments LLC |
| 18 | FIS Christian Stock Fund · PRAY cheaper | 13% | 0.69% | — |
| 19 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX cheaper diff. adviser | 13% | 0.95% | Dearborn Partners L.L.C. |
| 20 | First Trust RBA Deglobalization ETF · DGLO cheaper | 13% | 0.70% | — |
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