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 US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 45% | 0.39% | AllianceBernstein L.P. |
| 2 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 42% | 0.50% | Motley Fool Asset Management |
| 3 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX cheaper diff. adviser | 41% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO · ISBAX, ISFIX, ISCSX cheaper diff. adviser | 41% | 0.71% | Voya Investments, LLC |
| 5 | Columbia Variable Portfolio - Contrarian Core Fund cheaper diff. adviser | 41% | 0.70% | Columbia Management Investment Advisers, LLC |
| 6 | Appreciation Portfolio cheaper diff. adviser | 40% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 7 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX cheaper | 40% | 0.61% | — |
| 8 | JNL/ClearBridge Large Cap Growth Fund cheaper diff. adviser | 40% | 0.63% | Jackson National Asset Management, LLC |
| 9 | ClearBridge Variable Large Cap Growth Portfolio · QLMLOX, LVLGX cheaper diff. adviser | 40% | 0.74% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 40% | 0.75% | Equitable Investment Management Group, LLC |
| 11 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 40% | 1.00% | Sit Investment Associates, Inc. |
| 12 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 40% | 0.00% | Allspring Funds Management, LLC |
| 13 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 40% | 0.28% | Allspring Funds Management, LLC |
| 14 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 40% | 0.80% | AllianceBernstein L.P. |
| 15 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 40% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 16 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 39% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 17 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 38% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 38% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 19 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 38% | 0.43% | Thrivent Financial for Lutherans |
| 20 | Monopoly ETF cheaper | 38% | 0.79% | — |
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