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 | Columbia Variable Portfolio - Disciplined Core Fund | 88% | 0.67% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - Core Equity Fund cheaper | 88% | 0.40% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper | 71% | 0.42% | Columbia Management Investment Advisers, LLC |
| 4 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX | 58% | 0.74% | Columbia Management Investment Advisers, LLC |
| 5 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 50% | 0.35% | Harbor Capital Advisors, Inc. |
| 6 | Columbia Disciplined Value Fund · RLCAX, RDCCX, CVQZX cheaper | 49% | 0.61% | Columbia Management Investment Advisers, LLC |
| 7 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 49% | 0.56% | SunAmerica Asset Management, LLC |
| 8 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 49% | 0.59% | — |
| 9 | Columbia Research Enhanced Core ETF · RECS cheaper | 49% | 0.15% | Columbia Management Investment Advisers, LLC |
| 10 | Tri-Continental Corporation | 49% | — | — |
| 11 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 48% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | Intech S&p Large Cap Diversified Alpha ETF · LGDX cheaper | 48% | 0.25% | — |
| 13 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 48% | 0.00% | Franklin Advisers, Inc. |
| 14 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX diff. adviser | 47% | 0.75% | Crossmark Global Investments, Inc. |
| 15 | VOYA INDEX PLUS LARGECAP PORTFOLIO · IPLIX, IPLSX, VIPAX cheaper diff. adviser | 47% | 0.55% | Voya Investments, LLC |
| 16 | Columbia Integrated Large Cap Growth Fund II · CZMGX | 47% | 0.66% | Columbia Management Investment Advisers, LLC |
| 17 | LVIP Nomura U.S. Growth Fund diff. adviser | 47% | 0.72% | Lincoln Financial Investments Corporation |
| 18 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 47% | 0.36% | Lincoln Financial Investments Corporation |
| 19 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 47% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | SGI U.S. Large Cap Core ETF · SGLC diff. adviser | 47% | 0.85% | Summit Global Investment, LLC |
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