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 | Pioneer Disciplined Value Fund · CVRFX cheaper | 20% | 0.45% | — |
| 2 | Victory Pioneer Intrinsic Value Fund cheaper | 14% | 0.55% | — |
| 3 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 14% | 0.55% | — |
| 4 | Pioneer Core Equity Fund · CERPX cheaper | 13% | 0.58% | Amundi Asset Management US, Inc. |
| 5 | Pioneer Equity Income VCT Portfolio | 12% | 0.83% | Amundi Asset Management US, Inc. |
| 6 | American Century Low Volatility ETF cheaper | 12% | 0.29% | — |
| 7 | Akre Focus Fund · AKREX, AKRIX, AKRSX | 12% | 0.98% | — |
| 8 | Global X Financials Covered Call & Growth ETF cheaper | 12% | 0.60% | Global X Management Company LLC |
| 9 | Pioneer Equity Income Fund cheaper | 12% | 0.68% | Amundi Asset Management US, Inc. |
| 10 | Matrix Advisors Value Fund | 12% | 0.99% | — |
| 11 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 12% | 0.90% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 12% | 0.47% | Fidelity Management & Research Company LLC |
| 13 | Otter Creek Long/Short Opportunity Fund · OTTRX, OTCRX | 11% | 2.07% | Otter Creek Advisors LLC |
| 14 | Victory Pioneer Global Value Fund cheaper | 11% | 0.70% | — |
| 15 | Sterling Capital Mid Value Fund · OVEIX, OVEAX, OVECX, STRMX | 10% | 0.78% | — |
| 16 | Pioneer Mid Cap Value Fund · PCMRX | 10% | 0.88% | Amundi Asset Management US, Inc. |
| 17 | Pioneer Global Sustainable Equity Fund · PRGEX | 10% | 0.75% | — |
| 18 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX cheaper | 10% | 0.55% | Fidelity Management & Research Company LLC |
| 19 | Pioneer Mid Cap Value VCT Portfolio | 10% | 0.80% | Amundi Asset Management US, Inc. |
| 20 | Ninety One Global Franchise Fund | 10% | 0.85% | Ninety One North America, Inc. |
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