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 | Eventide US Market ETF · ESUM | 60% | 0.39% | Eventide Asset Management, LLC |
| 2 | Eventide Large Cap Focus Fund · ETLNX, ETLAX, ETLCX, ETLIX | 49% | 0.94% | — |
| 3 | Nuveen ESG Large-Cap Growth ETF · NULG cheaper | 46% | 0.26% | Nuveen Fund Advisors, LLC |
| 4 | Eventide Large Cap Value ETF · ESLV | 40% | 0.39% | — |
| 5 | iShares ESG Advanced MSCI USA ETF · USXF cheaper | 37% | 0.10% | BlackRock Fund Advisors |
| 6 | FIS Bright Portfolios Focused Equity ETF | 36% | 0.66% | Faith Investor Services, LLC |
| 7 | Schwab Large-Cap Growth Fund · SWLSX | 35% | 0.99% | Charles Schwab Investment Management, Inc. |
| 8 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX | 35% | 1.19% | Timothy Partners Ltd. |
| 9 | UBS US Quality Growth At Reasonable Price Fund · QGRPX | 35% | 0.65% | UBS Asset Management (Americas) LLC |
| 10 | FIS Bright Portfolios Focused Equity ETF · BRIF | 34% | 0.65% | — |
| 11 | Indexperts Gorilla Aggressive Growth ETF · RILA | 34% | 0.50% | Indexperts, LLC |
| 12 | NYLI VP Wellington Growth Portfolio | 34% | 0.72% | New York Life Investment Management LLC |
| 13 | Victory Aggressive Growth Fund · USAUX, UIAGX | 34% | 0.64% | Victory Capital Management Inc. |
| 14 | U.S. Socially Responsible Fund · VSRDX cheaper | 33% | 0.35% | The Variable Annuity Life Insurance Company |
| 15 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper | 33% | 0.00% | Teachers Advisors, LLC |
| 16 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper | 33% | 0.17% | Teachers Advisors, LLC |
| 17 | DWS Science and Technology Fund · KTCIX, KTCAX, KTCCX, KTCSX | 33% | 0.68% | DWS Investment Management Americas, Inc. |
| 18 | THRIVENT LARGE CAP GROWTH PORTFOLIO | 33% | 0.43% | Thrivent Financial for Lutherans |
| 19 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG | 33% | 0.65% | Nuveen Fund Advisors, LLC |
| 20 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX | 33% | 0.54% | — |
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