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 | 93% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Large Cap Securities Fund, Inc. · DREVX cheaper | 70% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Women's Opportunities ETF · BKWO cheaper diff. adviser | 54% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX | 53% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon Large Cap Equity Fund · DLQAX, DEYCX, DLQIX, DLACX | 52% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 6 | MFS Investors Trust Series diff. adviser | 50% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper diff. adviser | 50% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 50% | 0.74% | New York Life Investment Management LLC |
| 9 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 49% | 0.59% | Putnam Investment Management, LLC |
| 10 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 49% | 0.63% | Putnam Investment Management, LLC |
| 11 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 49% | 0.55% | Putnam Investment Management, LLC |
| 12 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 49% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 13 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 49% | 0.68% | SunAmerica Asset Management, LLC |
| 14 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 49% | 0.59% | Fidelity Management & Research Company LLC |
| 15 | Large Cap Core Portfolio I diff. adviser | 47% | — | UBS Trust Company of Puerto Rico |
| 16 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 46% | 0.25% | SSGA Funds Management, Inc. |
| 17 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 46% | 0.13% | SSGA Funds Management, Inc. |
| 18 | Growth and Income Portfolio | 46% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 19 | Nomura VIP Core Equity Series diff. adviser | 46% | 0.95% | Macquarie Investment Management Business Trust |
| 20 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 46% | 0.67% | Macquarie Investment Management Business Trust |
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