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 | Fidelity Advisor Large Cap Fund · FALAX, FLCCX, FALGX, FALIX, FIDLX cheaper | 46% | 0.70% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Advisor Growth and Income Fund · FGIRX, FGIUX, FGITX, FGIOX, FGIZX cheaper | 37% | 0.49% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper | 35% | 0.59% | Fidelity Management & Research Company LLC |
| 4 | MM Equity Asset Fund cheaper | 33% | 0.28% | — |
| 5 | Victory 500 Index VIP Series cheaper diff. adviser | 32% | 0.28% | Victory Capital Management Inc. |
| 6 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 31% | 0.71% | Voya Investments, LLC |
| 7 | Azoria 500 Meritocracy ETF · SPXM cheaper | 31% | 0.47% | — |
| 8 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 31% | 0.87% | SunAmerica Asset Management, LLC |
| 9 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 31% | 1.10% | Calamos Advisors LLC |
| 10 | Capital Appreciation Fund · JHCPX, JICPX | 31% | 0.74% | — |
| 11 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 30% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 12 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 30% | 0.00% | — |
| 13 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 30% | 0.57% | — |
| 14 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper diff. adviser | 30% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 15 | Large Cap Equity Fund · TLGUX cheaper | 30% | 0.47% | — |
| 16 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 29% | 0.55% | Transamerica Asset Management, Inc. |
| 17 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 29% | 0.59% | — |
| 18 | ALTA QUALITY GROWTH FUND · AQLGX | 28% | 0.79% | — |
| 19 | MML Equity Rotation Fund cheaper diff. adviser | 28% | 0.70% | MML Investment Advisers, LLC |
| 20 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX diff. adviser | 27% | 0.75% | John Hancock Investment Management LLC |
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