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 | Allspring Large Cap Value Portfolio | 89% | — | Allspring Funds Management, LLC |
| 2 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper | 27% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 3 | Victory Pioneer Intrinsic Value Fund | 19% | 0.55% | — |
| 4 | Allspring Large Company Value Portfolio | 18% | — | — |
| 5 | Pioneer Equity Income Fund | 17% | 0.68% | Amundi Asset Management US, Inc. |
| 6 | Pioneer Equity Income VCT Portfolio | 16% | 0.83% | Amundi Asset Management US, Inc. |
| 7 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX | 16% | 0.55% | — |
| 8 | Large Cap Equity Fund · TLGUX | 16% | 0.47% | — |
| 9 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 16% | 1.10% | Calamos Advisors LLC |
| 10 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX | 16% | 0.71% | Brown Brothers Harriman & Co. |
| 11 | Goldman Sachs Focused Value Fund · GFVAX, GFVCX, GFVSX, GFVIX, GFVRX, GFVUX, GGYPX | 15% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 12 | MML Equity Rotation Fund | 15% | 0.70% | MML Investment Advisers, LLC |
| 13 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX | 15% | 0.70% | Lazard Asset Management LLC |
| 14 | Madison Sustainable Equity Fund · MFSIX, MFSYX | 15% | 0.81% | Madison Asset Management, LLC |
| 15 | Victory RS Large Cap Alpha VIP Series | 15% | 0.55% | Victory Capital Management Inc. |
| 16 | LVIP Invesco Select Equity Income Managed Volatility Fund | 15% | 0.58% | Lincoln Financial Investments Corporation |
| 17 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 15% | 0.55% | Fidelity Management & Research Company LLC |
| 18 | MassMutual Disciplined Value Fund | 15% | 0.81% | — |
| 19 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX | 14% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 20 | Fidelity Women's Leadership ETF · FDWM | 14% | 0.59% | Fidelity Management & Research Company LLC |
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