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 | AB Sustainable Global Thematic Portfolio | 73% | 0.91% | AllianceBernstein L.P. |
| 2 | JNL/AB Sustainable Global Thematic Fund diff. adviser | 65% | 0.91% | Jackson National Asset Management, LLC |
| 3 | AB Sustainable US Thematic Portfolio · FFTYX, SUTAX, SUTZX, SUTCX cheaper | 60% | 0.67% | AllianceBernstein L.P. |
| 4 | EQ/AB Sustainable U.S. Thematic Portfolio diff. adviser | 45% | 0.75% | Equitable Investment Management Group, LLC |
| 5 | AB Sustainable Thematic Balanced Portfolio · ABPAX, ABPCX, ABPYX, APWIX, ABPZX | 41% | 0.76% | AllianceBernstein L.P. |
| 6 | AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC · AWPAX, AWPCX, AWPYX, AWPIX, AWPZX | 36% | 0.77% | AllianceBernstein L.P. |
| 7 | Capital Advisors Growth Fund · CIAOX diff. adviser | 25% | 0.96% | Capital Advisors Inc |
| 8 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 25% | 0.90% | — |
| 9 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 25% | 0.70% | Sit Investment Associates, Inc. |
| 10 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper diff. adviser | 25% | 0.68% | Nationwide Fund Advisors |
| 11 | iShares Technology Opportunities Active ETF diff. adviser | 24% | 0.75% | BlackRock Fund Advisors |
| 12 | AB US Low Volatility Equity ETF · LOWV cheaper | 24% | 0.39% | AllianceBernstein L.P. |
| 13 | ALGER RESPONSIBLE INVESTING FUND · SPEGX, AGFCX, AGIFX, ALGZX diff. adviser | 24% | 0.93% | Fred Alger Management, Inc. |
| 14 | MFS Investors Trust Series diff. adviser | 24% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper diff. adviser | 24% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 24% | 0.74% | New York Life Investment Management LLC |
| 17 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 24% | 0.44% | PGIM INVESTMENTS LLC |
| 18 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 24% | 1.22% | AllianceBernstein L.P. |
| 19 | CONNORS HEDGED EQUITY FUND diff. adviser | 24% | 1.10% | Connors Investor Services, Inc. |
| 20 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 24% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
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