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 | Transamerica Aegon Sustainable Equity Income VP cheaper | 94% | 0.72% | Transamerica Asset Management, Inc. |
| 2 | The Value Fund · CFVLX cheaper diff. adviser | 27% | 0.69% | Commerce Investment Advisors, Inc. |
| 3 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX cheaper diff. adviser | 26% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 26% | 0.30% | UBS Asset Management (Americas) LLC |
| 5 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 26% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 6 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 25% | 0.54% | Columbia Management Investment Advisers, LLC |
| 7 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper | 25% | 0.63% | Transamerica Asset Management, Inc. |
| 8 | Impax Large Cap Fund · PXLIX, PAXLX cheaper diff. adviser | 25% | 0.73% | Impax Asset Management LLC |
| 9 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper diff. adviser | 25% | 0.39% | Lord, Abbett & Co. LLC |
| 10 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper | 24% | 0.69% | Transamerica Asset Management, Inc. |
| 11 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 24% | 0.65% | Payden & Rygel |
| 12 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX cheaper diff. adviser | 24% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 13 | MML Sustainable Equity Fund cheaper diff. adviser | 24% | 0.57% | MML Investment Advisers, LLC |
| 14 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 24% | 1.00% | Boston Common Asset Management, LLC |
| 15 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 23% | 0.89% | Charles Schwab Investment Management, Inc. |
| 16 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 23% | 0.66% | New York Life Investment Management LLC |
| 17 | AMF LARGE CAP EQUITY FUND · IICAX, IICHX diff. adviser | 23% | 1.65% | System 2 Advisors, L.P. |
| 18 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper diff. adviser | 23% | 0.73% | New York Life Investment Management LLC |
| 19 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX diff. adviser | 23% | 0.90% | JAG Capital Management, LLC |
| 20 | Applied Finance Select Fund · AFVLX, AFVZX cheaper diff. adviser | 23% | 0.75% | Applied Finance Advisors, LLC |
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