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 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX diff. adviser | 38% | 0.69% | Invesco Advisers, Inc. |
| 2 | Goldman Sachs Technology Opportunities ETF · GTOP cheaper | 38% | 0.65% | — |
| 3 | Horizon Digital Frontier ETF · YNOT diff. adviser | 37% | 0.75% | HORIZON INVESTMENTS LLC. |
| 4 | IMS Capital Value Fund · IMSCX diff. adviser | 36% | 1.80% | IMS Capital Management, Inc. |
| 5 | Invesco Discovery Large Cap Fund cheaper diff. adviser | 36% | 0.63% | Invesco Advisers, Inc. |
| 6 | NYLI VP Wellington Growth Portfolio diff. adviser | 36% | 0.72% | New York Life Investment Management LLC |
| 7 | SA AB Growth Portfolio cheaper diff. adviser | 36% | 0.63% | SunAmerica Asset Management, LLC |
| 8 | Monopoly ETF | 36% | 0.79% | — |
| 9 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 36% | 0.72% | New York Life Investment Management LLC |
| 10 | AB Large Cap Growth Portfolio cheaper diff. adviser | 36% | 0.65% | AllianceBernstein L.P. |
| 11 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 36% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 12 | Appreciation Portfolio diff. adviser | 35% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 13 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 35% | 0.63% | Lincoln Financial Investments Corporation |
| 14 | LVIP Blended Large Cap Growth Managed Volatility Fund diff. adviser | 35% | 0.66% | Lincoln Financial Investments Corporation |
| 15 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 35% | 0.63% | New York Life Investment Management LLC |
| 16 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 35% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 17 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX diff. adviser | 35% | 0.66% | Touchstone Advisors, Inc. |
| 18 | Fidelity Magellan ETF · FMAG cheaper | 35% | 0.57% | Fidelity Management & Research Company LLC |
| 19 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 35% | 0.73% | Touchstone Advisors, Inc. |
| 20 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 35% | 0.70% | BAMCO, Inc. |
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