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 | BARRETT GROWTH FUND · BGRWX diff. adviser | 44% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 2 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 42% | 0.63% | New York Life Investment Management LLC |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 41% | — | — |
| 4 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 41% | 0.65% | Nuveen Fund Advisors, LLC |
| 5 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 41% | 0.54% | — |
| 6 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 41% | 1.00% | Sit Investment Associates, Inc. |
| 7 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 40% | 0.35% | Allspring Funds Management, LLC |
| 8 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 40% | 0.79% | Aptus Capital Advisors, LLC |
| 9 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 40% | 0.50% | Motley Fool Asset Management |
| 10 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 40% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 40% | — | Boston Management and Research |
| 12 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 40% | 1.07% | Lincoln Financial Investments Corporation |
| 13 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 39% | 0.74% | Thrivent Asset Management, LLC |
| 14 | Optimized Equity Income ETF · OEI cheaper | 39% | 0.75% | — |
| 15 | NYLI VP Winslow Large Cap Growth Portfolio cheaper diff. adviser | 39% | 0.74% | New York Life Investment Management LLC |
| 16 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 39% | 0.74% | — |
| 17 | Columbia Variable Portfolio - Contrarian Core Fund cheaper diff. adviser | 39% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX cheaper diff. adviser | 39% | 0.71% | Voya Investments, LLC |
| 19 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 39% | 0.56% | Touchstone Advisors, Inc. |
| 20 | Growth Stock Portfolio cheaper diff. adviser | 39% | 0.42% | Mason Street Advisors, LLC |
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