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 | LKCM Equity Fund · LKEQX cheaper | 41% | 0.80% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 2 | LVIP Nomura Social Awareness Fund cheaper diff. adviser | 31% | 0.43% | Lincoln Financial Investments Corporation |
| 3 | DANA EPIPHANY EQUITY FUND · ESGIX cheaper diff. adviser | 31% | 0.85% | Dana Investment Advisors, Inc. |
| 4 | NVIT J.P. Morgan Innovators Fund cheaper diff. adviser | 31% | 0.62% | Nationwide Fund Advisors |
| 5 | LKCM Balanced Fund · LKBAX cheaper | 30% | 0.80% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 6 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 30% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 7 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 30% | 0.75% | Equitable Investment Management Group, LLC |
| 8 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX cheaper diff. adviser | 30% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | JNL/ClearBridge Large Cap Growth Fund cheaper diff. adviser | 30% | 0.63% | Jackson National Asset Management, LLC |
| 10 | ClearBridge Variable Large Cap Growth Portfolio · QLMLOX, LVLGX cheaper diff. adviser | 30% | 0.74% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | BRADLEY FOSTER & SARGENT EQUITY FUND · BFSIX cheaper diff. adviser | 29% | 0.99% | Bradley, Foster & Sargent, Inc. |
| 12 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 29% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Jensen Quality Growth ETF · JGRW cheaper | 29% | 0.57% | — |
| 14 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 29% | 0.61% | Parnassus Investments, LLC |
| 15 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 29% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 29% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 17 | AOT Software Platform ETF · AOTS cheaper | 29% | 0.49% | — |
| 18 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 29% | 0.90% | Calamos Advisors LLC |
| 19 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 29% | 0.99% | Advisors Preferred, LLC |
| 20 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX cheaper diff. adviser | 29% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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