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 | GUARDIAN CAPITAL DIVIDEND GROWTH FUND | 90% | 0.95% | — |
| 2 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 50% | 0.65% | — |
| 3 | Principal U.S. Mega-Cap ETF · USMC cheaper | 37% | 0.12% | Principal Global Investors, LLC |
| 4 | Saturna Growth Fund · SSGFX, SGZFX cheaper | 37% | 0.75% | SATURNA CAPITAL CORPORATION |
| 5 | Fidelity Low Volatility Factor ETF · FDLO cheaper | 35% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Swan Enhanced Dividend Income ETF · SCLZ cheaper | 35% | 0.79% | Swan Capital Management, LLC |
| 7 | PAYSON TOTAL RETURN FUND · PBFDX cheaper | 35% | 0.81% | H.M. Payson & Co. |
| 8 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper | 35% | 0.57% | BlackRock Advisors, LLC |
| 9 | Neuberger Berman Growth ETF · NBGX cheaper | 34% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 10 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper | 34% | 0.62% | Fred Alger Management, Inc. |
| 11 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper | 34% | 0.00% | American Century Investment Management, Inc. |
| 12 | The Growth Fund · CFGRX cheaper | 34% | 0.73% | Commerce Investment Advisors, Inc. |
| 13 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper | 34% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 14 | American Century Large Cap Growth ETF · ACGR cheaper | 34% | 0.39% | — |
| 15 | Alger Growth & Income Portfolio · AIGOX cheaper | 34% | 0.85% | Fred Alger Management, Inc. |
| 16 | Nuveen Life Core Equity Fund · TLGWX cheaper | 34% | 0.51% | Teachers Advisors, LLC |
| 17 | Schwab Large-Cap Growth Fund · SWLSX | 34% | 0.99% | Charles Schwab Investment Management, Inc. |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper | 33% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX cheaper | 33% | 0.79% | Boston Management and Research |
| 20 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper | 33% | 0.49% | Global Atlantic Investment Advisors, LLC |
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