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 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 31% | 0.30% | UBS Asset Management (Americas) LLC |
| 2 | VIP Industrials Portfolio · FFNHX cheaper | 22% | 0.61% | Fidelity Management & Research Company LLC |
| 3 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 21% | 0.65% | — |
| 4 | Corevalues America First Technology ETF | 21% | — | — |
| 5 | Fidelity Advisor Industrials Fund · FCLAX, FCLCX, FCLTX, FCLIX, FIKEX, FIDRX cheaper | 21% | 0.59% | Fidelity Management & Research Company LLC |
| 6 | MML Sustainable Equity Fund cheaper diff. adviser | 21% | 0.57% | MML Investment Advisers, LLC |
| 7 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 21% | 0.66% | New York Life Investment Management LLC |
| 8 | Select Industrials Portfolio · FCYIX | 20% | 0.69% | Fidelity Management & Research Company LLC |
| 9 | JNL/Mellon Industrials Sector Fund cheaper diff. adviser | 20% | 0.31% | Jackson National Asset Management, LLC |
| 10 | Fidelity MSCI Industrials Index ETF · FIDU cheaper | 20% | 0.08% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Magellan K6 Fund · FMKFX cheaper | 20% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper | 19% | 0.49% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Climate Action Fund · FCAJX, FCAOX, FCALX, FCAUX, FCLZX, FCAEX | 19% | 0.90% | Fidelity Management & Research Company LLC |
| 14 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 19% | 0.07% | Carillon Tower Advisers, Inc. |
| 15 | Hartford Climate Opportunities Fund · HEOMX, HEONX, HEOIX, HEORX, HEOSX, HEOTX, HEOVX, HEOYX, HEOFX diff. adviser | 19% | 0.69% | Hartford Funds Management Company, LLC |
| 16 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 19% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 17 | Fidelity Women's Leadership Fund · FWOZX, FWMNX, FWOMX, FWOEX, FWOAX, FWOCX cheaper | 19% | 0.57% | Fidelity Management & Research Company LLC |
| 18 | Putnam Focused Equity Fund diff. adviser | 18% | 0.71% | Putnam Investment Management, LLC |
| 19 | 1290 VT Socially Responsible Portfolio cheaper diff. adviser | 18% | 0.65% | Equitable Investment Management Group, LLC |
| 20 | Fidelity Women's Leadership ETF · FDWM cheaper | 18% | 0.59% | Fidelity Management & Research Company LLC |
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