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 | Nuveen Dividend Value Fund · FFEIX, FFECX, FAQIX, FFEFX cheaper | 70% | 0.61% | Nuveen Fund Advisors, LLC |
| 2 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 42% | 0.55% | Nationwide Fund Advisors |
| 3 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 42% | 1.00% | Sit Investment Associates, Inc. |
| 4 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 41% | 0.00% | Teachers Advisors, LLC |
| 5 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 41% | 0.72% | — |
| 6 | Janus Henderson Research Portfolio · JAGRX cheaper diff. adviser | 41% | 0.67% | Janus Henderson Investors US LLC |
| 7 | Appreciation Portfolio diff. adviser | 41% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 8 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 41% | — | — |
| 9 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX cheaper | 41% | 0.56% | — |
| 10 | Janus Henderson Forty Portfolio · JACAX cheaper diff. adviser | 41% | 0.58% | Janus Henderson Investors US LLC |
| 11 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 41% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 12 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ diff. adviser | 41% | — | J.P. Morgan Investment Management, Inc. |
| 13 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 41% | 0.55% | Columbia Management Investment Advisers, LLC |
| 14 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 41% | 0.28% | Allspring Funds Management, LLC |
| 15 | Monopoly ETF | 41% | 0.79% | — |
| 16 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 40% | 0.52% | Teachers Advisors, LLC |
| 17 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 40% | 0.72% | New York Life Investment Management LLC |
| 18 | Invesco Discovery Large Cap Fund cheaper diff. adviser | 40% | 0.63% | Invesco Advisers, Inc. |
| 19 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 40% | 0.72% | New York Life Investment Management LLC |
| 20 | Fidelity Series All-Sector Equity Fund · FSAEX cheaper diff. adviser | 40% | 0.00% | Fidelity Management & Research Company LLC |
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