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 | DANA EPIPHANY EQUITY FUND · ESGIX | 65% | 0.85% | Dana Investment Advisors, Inc. |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 51% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | Invesco Main Street Fund cheaper diff. adviser | 50% | 0.49% | Invesco Advisers, Inc. |
| 4 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 50% | 0.90% | Calamos Advisors LLC |
| 5 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 50% | 0.68% | Invesco Advisers, Inc. |
| 6 | Large Cap Core Portfolio I diff. adviser | 49% | — | UBS Trust Company of Puerto Rico |
| 7 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper diff. adviser | 49% | 0.00% | Teachers Advisors, LLC |
| 8 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 48% | 0.35% | Harbor Capital Advisors, Inc. |
| 9 | Guardian Diversified Research VIP Fund diff. adviser | 48% | 0.95% | Park Avenue Institutional Advisers LLC |
| 10 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper diff. adviser | 48% | 0.49% | Putnam Investment Management, LLC |
| 11 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 48% | 0.45% | Principal Global Investors, LLC |
| 12 | Invesco V.I. Core Equity Fund diff. adviser | 48% | 0.80% | Invesco Advisers, Inc. |
| 13 | Invesco V.I. Main Street Fund diff. adviser | 48% | 0.80% | Invesco Advisers, Inc. |
| 14 | Putnam VT Research Fund cheaper diff. adviser | 48% | 0.70% | Putnam Investment Management, LLC |
| 15 | Adams Diversified Equity Fund, Inc. | 48% | — | — |
| 16 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 48% | 0.59% | — |
| 17 | Amplify CWP Growth & Income ETF cheaper | 47% | 0.56% | — |
| 18 | Putnam Focused Equity Fund cheaper diff. adviser | 47% | 0.71% | Putnam Investment Management, LLC |
| 19 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 47% | 0.81% | H.M. Payson & Co. |
| 20 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 47% | 0.00% | American Century Investment Management, Inc. |
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