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 Large Cap Growth ETF · ESLG cheaper | 49% | 0.39% | — |
| 2 | Eventide US Market ETF · ESUM cheaper | 44% | 0.39% | Eventide Asset Management, LLC |
| 3 | Eventide High Dividend ETF · ELCV cheaper | 40% | 0.49% | Eventide Asset Management, LLC |
| 4 | Eventide Large Cap Value ETF · ESLV cheaper | 34% | 0.39% | — |
| 5 | Eventide Dividend Opportunities Fund · ETADX, ETCDX, ETIDX, ETNDX | 33% | 0.95% | — |
| 6 | Nuveen ESG Large-Cap Growth ETF · NULG cheaper | 32% | 0.26% | Nuveen Fund Advisors, LLC |
| 7 | Nicholas Fund, Inc. · NICSX cheaper | 28% | 0.70% | Nicholas Company, Inc. |
| 8 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper | 27% | 0.49% | Fidelity Management & Research Company LLC |
| 9 | iShares ESG Advanced MSCI USA ETF · USXF cheaper | 27% | 0.10% | BlackRock Fund Advisors |
| 10 | Fidelity Magellan K6 Fund · FMKFX cheaper | 27% | 0.45% | Fidelity Management & Research Company LLC |
| 11 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX | 27% | 1.19% | Timothy Partners Ltd. |
| 12 | Schwab Large-Cap Growth Fund · SWLSX | 27% | 0.99% | Charles Schwab Investment Management, Inc. |
| 13 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper | 27% | 0.71% | Victory Capital Management Inc. |
| 14 | Indexperts Gorilla Aggressive Growth ETF · RILA cheaper | 27% | 0.50% | Indexperts, LLC |
| 15 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper | 27% | 0.43% | Thrivent Financial for Lutherans |
| 16 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 26% | 0.72% | — |
| 17 | U.S. Socially Responsible Fund · VSRDX cheaper | 26% | 0.35% | The Variable Annuity Life Insurance Company |
| 18 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper | 26% | 0.65% | UBS Asset Management (Americas) LLC |
| 19 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper | 26% | 0.63% | Parnassus Investments, LLC |
| 20 | Dividend Growth Portfolio | 26% | 0.99% | Lord, Abbett & Co. LLC |
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