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 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 34% | 0.65% | John Hancock Investment Management LLC |
| 2 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX cheaper diff. adviser | 31% | 0.72% | John Hancock Investment Management LLC |
| 3 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX cheaper diff. adviser | 31% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 4 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 29% | 0.52% | Brown Advisory LLC |
| 5 | Franklin Focused Growth ETF cheaper diff. adviser | 27% | 0.55% | Franklin Advisers, Inc. |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 27% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | SFT Macquarie Growth Fund diff. adviser | 27% | 0.95% | Securian Asset Management, Inc. |
| 8 | Nomura VIP Growth Series diff. adviser | 27% | 1.00% | Macquarie Investment Management Business Trust |
| 9 | Penn Series Large Core Growth Fund diff. adviser | 27% | 0.85% | Penn Mutual Asset Management, LLC |
| 10 | Nomura VIP Growth Equity Series cheaper diff. adviser | 27% | 0.75% | Macquarie Investment Management Business Trust |
| 11 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX cheaper | 26% | 0.56% | — |
| 12 | Focused Growth Portfolio cheaper diff. adviser | 26% | 0.75% | Pacific Life Fund Advisors LLC |
| 13 | John Hancock Fundamental All Cap Core ETF · JHAC cheaper diff. adviser | 26% | 0.72% | John Hancock Investment Management LLC |
| 14 | Janus Henderson Forty Portfolio · JACAX cheaper diff. adviser | 26% | 0.58% | Janus Henderson Investors US LLC |
| 15 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 26% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | SA Janus Focused Growth Portfolio cheaper diff. adviser | 26% | 0.79% | SunAmerica Asset Management, LLC |
| 17 | Alger 35 ETF · ATFV cheaper diff. adviser | 26% | 0.55% | Fred Alger Management, Inc. |
| 18 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 25% | 0.75% | Equitable Investment Management Group, LLC |
| 19 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 25% | 0.69% | Harbor Capital Advisors, Inc. |
| 20 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 25% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
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