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 Fundamental Large Cap Core ETF · FFLC cheaper | 46% | 0.38% | Fidelity Management & Research Company LLC |
| 2 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX cheaper diff. adviser | 44% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 3 | Fidelity Fund · FFIDX, FFDKX cheaper | 44% | 0.34% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX cheaper | 43% | 0.59% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Equity Growth K6 Fund · FEGKX cheaper | 43% | 0.45% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper | 43% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Capital Appreciation Fund · FDCAX, FCAKX cheaper | 43% | 0.58% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper | 42% | 0.54% | Fidelity Management & Research Company LLC |
| 9 | VIP Growth Portfolio · QVG2Q cheaper | 42% | 0.56% | Fidelity Management & Research Company LLC |
| 10 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 42% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper diff. adviser | 42% | 0.72% | Natixis Advisors, LLC |
| 12 | Fidelity Growth Discovery Fund · FDSVX, FGDKX cheaper | 41% | 0.54% | Fidelity Management & Research Company LLC |
| 13 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 41% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 14 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX cheaper diff. adviser | 41% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 41% | 0.68% | Invesco Advisers, Inc. |
| 16 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 41% | 0.68% | SunAmerica Asset Management, LLC |
| 17 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper | 41% | 0.61% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Contrafund K6 · FLCNX cheaper | 41% | 0.45% | Fidelity Management & Research Company LLC |
| 19 | VIP Stock Selector Portfolio cheaper | 41% | 0.50% | Fidelity Management & Research Company LLC |
| 20 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 41% | 0.90% | Calamos Advisors LLC |
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