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 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 88% | 1.43% | Teton Advisors, LLC |
| 2 | TETON Westwood Balanced Fund · WEBCX, WEBAX, WBCCX, WBBIX diff. adviser | 53% | 1.18% | Teton Advisors, LLC |
| 3 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 38% | 1.87% | AC FUNDS LLC |
| 4 | LargeCap Value Fund III · PPSFX, PPSRX, PLVIX, PLVJX diff. adviser | 36% | 0.68% | Principal Global Investors, LLC |
| 5 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 35% | 1.09% | — |
| 6 | Large-Cap Value Portfolio diff. adviser | 33% | 0.62% | Pacific Life Fund Advisors LLC |
| 7 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 33% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | ClearBridge Variable Large Cap Value Portfolio · QLMVIX diff. adviser | 33% | 0.72% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 33% | 0.99% | Advisors Preferred, LLC |
| 10 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 33% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 33% | 0.13% | SSGA Funds Management, Inc. |
| 12 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 32% | 0.10% | Invesco Capital Management LLC |
| 13 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 32% | 0.85% | SSGA Funds Management, Inc. |
| 14 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 32% | 0.25% | SSGA Funds Management, Inc. |
| 15 | Liberty One Spectrum ETF | 32% | 0.85% | — |
| 16 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 32% | 1.22% | AllianceBernstein L.P. |
| 17 | Nomura VIP Value Series diff. adviser | 32% | 0.98% | Macquarie Investment Management Business Trust |
| 18 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 32% | 0.38% | SSGA Funds Management, Inc. |
| 19 | Archer Stock Fund · ARSKX diff. adviser | 32% | 1.16% | Archer Investment Corp. |
| 20 | The Value Fund · CFVLX diff. adviser | 31% | 0.69% | Commerce Investment Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.