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 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. cheaper | 75% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX | 70% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX | 64% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 4 | Growth and Income Portfolio | 57% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX | 57% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 6 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 52% | 0.55% | Nationwide Fund Advisors |
| 7 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX cheaper diff. adviser | 49% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Active Growth ETF · JGRO cheaper diff. adviser | 49% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 9 | Invesco V.I. Discovery Large Cap Fund diff. adviser | 49% | 0.80% | Invesco Advisers, Inc. |
| 10 | Eaton Vance Enhanced Equity Income Fund | 49% | — | — |
| 11 | MML Invesco Discovery Large Cap Fund diff. adviser | 49% | 0.74% | MML Investment Advisers, LLC |
| 12 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 49% | 0.37% | UBS Asset Management (Americas) LLC |
| 13 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 48% | 0.71% | Equitable Investment Management Group, LLC |
| 14 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 48% | 0.44% | Nationwide Fund Advisors |
| 15 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 48% | — | — |
| 16 | Stock Portfolio diff. adviser | 48% | — | Boston Management and Research |
| 17 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 48% | 0.59% | Harbor Capital Advisors, Inc. |
| 18 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 48% | 0.55% | Columbia Management Investment Advisers, LLC |
| 19 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 47% | 0.20% | BlackRock Fund Advisors |
| 20 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 47% | 0.57% | — |
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