Find Similar Funds

This tool enables you to find funds that are similar to one specified target fund. Similarity is based on both portfolio and performance. To use the tool, you must first either be in the mutual fund universe or in a mutual fund list.  This tool is useful in a variety of situations, for example:

Target Fund
A fund must meet certain criteria in order for it to be used as the Target Fund. A fund may not be used as a target fund if it:

To find similar funds

  1. In the left navigation pane, click Research.

  2. In the left-hand column, click Open End Funds. The Open End Funds area opens.

  3. Double-click United States Mutual Funds to open the universe. The mutual fund universe opens.

  4. From the Tools menu, point to Find, then click Find Similar Funds. The Select Target Fund dialog box appears.

  5. Select the target fund using name or ticker.

  6. Click OK.  The Similar Funds results page appears, listing the 50 funds that are most similar to the target fund. The list is ranked by the Overall Similarity Score.

Tips: From the Similar Funds list, you can: