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 | Boston Trust Walden Equity Fund · WSEFX | 63% | 0.96% | Boston Trust Walden Inc. |
| 2 | Boston Trust Equity Fund · BTEFX cheaper | 45% | 0.83% | Boston Trust Walden Inc. |
| 3 | Boston Trust Asset Management Fund · BTBFX cheaper | 45% | 0.80% | Boston Trust Walden Inc. |
| 4 | FT Vest Total Return Income Fund: Series A2 | 34% | — | — |
| 5 | FT Vest Total Return Income Fund: Series A3 | 34% | — | — |
| 6 | FT Vest Total Return Income Fund: Series A4 | 33% | — | — |
| 7 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 33% | 0.14% | — |
| 8 | FT Vest Total Return Income Fund: Series B1 | 33% | — | — |
| 9 | FT Vest Hedged Equity Income Fund: Series A2 | 33% | — | — |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 33% | 0.05% | The Vanguard Group, Inc. |
| 11 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 12 | FT Vest Hedged Equity Income Fund: Series A3 | 32% | — | — |
| 13 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 32% | 0.15% | BlackRock Fund Advisors |
| 14 | Persimmon Long/Short Fund · LSEIX diff. adviser | 32% | 1.99% | Dakota Wealth, LLC. |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 32% | 0.15% | BlackRock Fund Advisors |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 32% | 0.36% | Voya Investments, LLC |
| 17 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 32% | 0.57% | BlackRock Fund Advisors |
| 18 | FT Vest Total Return Income Fund: Series B2 | 32% | — | — |
| 19 | FT Vest Hedged Equity Income Fund: Series A4 | 32% | — | — |
| 20 | SPHERE 500 CLIMATE FUND · SPFFX, SPFEX cheaper diff. adviser | 32% | 0.07% | Reflection Asset Management, LLC |
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