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 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 41% | 0.51% | Hartford Funds Management Company, LLC |
| 2 | Haverford Quality Growth Stock Fund · HAVGX diff. adviser | 41% | 0.80% | Haverford Financial Services |
| 3 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 41% | 0.62% | Brighthouse Investment Advisers, LLC |
| 4 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 41% | 0.99% | Advisors Preferred, LLC |
| 5 | Bridges Investment Fund · BRGIX diff. adviser | 41% | 0.71% | Bridges Investment Management Inc |
| 6 | Schwab Core Equity Fund · SWANX diff. adviser | 40% | 0.73% | Charles Schwab Investment Management, Inc. |
| 7 | MML Sustainable Equity Fund cheaper diff. adviser | 40% | 0.57% | MML Investment Advisers, LLC |
| 8 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 40% | 0.66% | New York Life Investment Management LLC |
| 9 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX cheaper | 40% | 0.61% | — |
| 10 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 40% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 11 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 40% | 0.00% | American Century Investment Management, Inc. |
| 12 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 40% | 0.65% | UBS Asset Management (Americas) LLC |
| 13 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 39% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 39% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | American Century Large Cap Equity ETF · ACLC cheaper | 39% | 0.39% | — |
| 16 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 39% | 0.14% | — |
| 17 | Columbia Variable Portfolio - Contrarian Core Fund diff. adviser | 39% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX diff. adviser | 39% | 0.71% | Voya Investments, LLC |
| 19 | Putnam Focused Equity Fund diff. adviser | 38% | 0.71% | Putnam Investment Management, LLC |
| 20 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 38% | 0.81% | H.M. Payson & Co. |
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