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 | JPMorgan Tax Aware Equity Fund cheaper | 44% | 0.44% | — |
| 2 | BlackRock Sustainable U.S. Growth Equity Fund | 44% | 0.62% | — |
| 3 | Goldman Sachs Concentrated Growth Fund | 42% | 0.75% | — |
| 4 | MassMutual Main Street Fund | 41% | 0.89% | — |
| 5 | VP Ultra Fund | 40% | 0.75% | — |
| 6 | VP Growth Fund | 40% | 0.76% | — |
| 7 | Barrett Growth Fund | 39% | 1.25% | — |
| 8 | Delaware Select Growth Fund | 38% | 0.89% | — |
| 9 | Delaware Ivy Accumulative Fund | 38% | 0.74% | — |
| 10 | Franklin Focused Growth Fund | 38% | 0.82% | — |
| 11 | Aristotle Core Equity Fund | 37% | 0.65% | — |
| 12 | Fidelity Large Cap Growth Enhanced Index Fund cheaper | 37% | 0.39% | — |
| 13 | Fidelity Hedged Equity Central Fund | 37% | — | — |
| 14 | Sphere 500 Climate Fund cheaper | 37% | 0.07% | — |
| 15 | Delaware Covered Call Strategy Fund | 36% | 0.98% | — |
| 16 | Ziegler FAMCO Hedged Equity Fund | 36% | 0.70% | — |
| 17 | T. Rowe Price Equity Index 500 Portfolio cheaper | 35% | 0.39% | — |
| 18 | LVIP Wellington Capital Growth Fund | 35% | 0.70% | — |
| 19 | CCM Core Impact Equity Fund | 34% | 1.73% | — |
| 20 | PSF PGIM Jennison Focused Blend Portfolio | 33% | 0.76% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.