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 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper | 34% | 0.42% | Allspring Funds Management, LLC |
| 2 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX diff. adviser | 33% | 0.78% | Victory Capital Management Inc. |
| 3 | NVIT Jacobs Levy Large Cap Growth Fund diff. adviser | 32% | 0.70% | Nationwide Fund Advisors |
| 4 | Allspring Disciplined Large Cap Portfolio | 32% | — | Allspring Funds Management, LLC |
| 5 | LVIP Nomura U.S. Growth Fund diff. adviser | 32% | 0.72% | Lincoln Financial Investments Corporation |
| 6 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper | 32% | 0.00% | Allspring Funds Management, LLC |
| 7 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX diff. adviser | 32% | 1.83% | Saratoga Capital Management, LLC |
| 8 | Allspring LT Large Core ETF · ALRG cheaper | 31% | 0.28% | Allspring Funds Management, LLC |
| 9 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 31% | 0.50% | Motley Fool Asset Management |
| 10 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 31% | 0.52% | Teachers Advisors, LLC |
| 11 | MFS Blended Research Core Equity ETF · BRCE cheaper | 31% | 0.24% | — |
| 12 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 31% | 0.55% | Zacks Investment Management, Inc. |
| 13 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper diff. adviser | 31% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Victory Aggressive Growth Fund · USAUX, UIAGX cheaper diff. adviser | 30% | 0.64% | Victory Capital Management Inc. |
| 15 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 30% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX cheaper diff. adviser | 30% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | MFS Blended Research Core Equity Portfolio cheaper diff. adviser | 30% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 30% | 0.00% | Teachers Advisors, LLC |
| 19 | SA MFS Large Cap Growth Portfolio diff. adviser | 30% | 0.69% | SunAmerica Asset Management, LLC |
| 20 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 30% | 0.77% | American Beacon Advisors, Inc. |
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