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 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper | 55% | 0.69% | Waycross Partners, LLC |
| 2 | Invesco V.I. Core Equity Fund cheaper diff. adviser | 40% | 0.80% | Invesco Advisers, Inc. |
| 3 | CONNORS HEDGED EQUITY FUND cheaper diff. adviser | 39% | 1.10% | Connors Investor Services, Inc. |
| 4 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 39% | 0.68% | Invesco Advisers, Inc. |
| 5 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 38% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 6 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 38% | 1.00% | Crossmark Global Investments, Inc. |
| 7 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 37% | 0.78% | Kornitzer Capital Management, Inc. |
| 8 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 37% | — | Boston Management and Research |
| 9 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 37% | 1.22% | AllianceBernstein L.P. |
| 10 | Large Capital Growth Fund · VLCGX cheaper diff. adviser | 37% | 0.66% | The Variable Annuity Life Insurance Company |
| 11 | SA JPMorgan Large Cap Core Portfolio cheaper diff. adviser | 37% | 0.70% | SunAmerica Asset Management, LLC |
| 12 | Large-Cap Core Portfolio cheaper diff. adviser | 37% | 0.48% | Pacific Life Fund Advisors LLC |
| 13 | Large Cap Blend Portfolio cheaper diff. adviser | 37% | 0.72% | Mason Street Advisors, LLC |
| 14 | NVIT J.P. Morgan U.S. Equity Fund cheaper diff. adviser | 37% | 0.44% | Nationwide Fund Advisors |
| 15 | JPMorgan U.S. Equity Fund · JUEAX, JUESX, JMUEX, JUECX, JUSRX, JUEZX, JUEMX, JUEPX, JUEQX cheaper diff. adviser | 37% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 16 | LVIP JPMorgan U.S. Equity Fund cheaper diff. adviser | 37% | 0.65% | Lincoln Financial Investments Corporation |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 36% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX cheaper diff. adviser | 36% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 19 | Eaton Vance Tax-Managed Buy-Write Income Fund | 36% | — | — |
| 20 | MML Fundamental Equity Fund cheaper diff. adviser | 36% | 0.80% | MML Investment Advisers, LLC |
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