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 | BlackRock Sustainable U.S. Growth Equity Fund cheaper | 46% | 0.62% | — |
| 2 | Pioneer Fundamental Growth Fund cheaper | 43% | 0.66% | — |
| 3 | Madison Sustainable Equity Fund · MFSIX, MFSYX cheaper diff. adviser | 40% | 0.81% | Madison Asset Management, LLC |
| 4 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 40% | 0.87% | SunAmerica Asset Management, LLC |
| 5 | Guggenheim RBP Large-Cap Defensive Fund | 39% | 0.92% | — |
| 6 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 38% | 0.60% | Global X Management Company LLC |
| 7 | Vontobel U.S. Equity Institutional Fund cheaper | 38% | 0.65% | — |
| 8 | MM Equity Asset Fund cheaper | 38% | 0.28% | — |
| 9 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 38% | 0.59% | — |
| 10 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 38% | 1.10% | Calamos Advisors LLC |
| 11 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 37% | 0.55% | Transamerica Asset Management, Inc. |
| 12 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 36% | 0.74% | — |
| 13 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 36% | 0.67% | — |
| 14 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 36% | 0.00% | — |
| 15 | MML Equity Rotation Fund cheaper diff. adviser | 35% | 0.70% | MML Investment Advisers, LLC |
| 16 | Nationwide Nasdaq-100 Risk-Managed Income ETF cheaper diff. adviser | 35% | 0.68% | Nationwide Fund Advisors |
| 17 | American Century Low Volatility ETF cheaper | 35% | 0.29% | — |
| 18 | Victory 500 Index VIP Series cheaper diff. adviser | 34% | 0.28% | Victory Capital Management Inc. |
| 19 | Guggenheim Directional Allocation Fund | 34% | 1.08% | — |
| 20 | Global X Nasdaq 100 ESG Covered Call ETF cheaper diff. adviser | 34% | 0.61% | Global X Management Company LLC |
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