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 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 45% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 2 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 44% | 0.47% | Fisher Asset Management LLC |
| 3 | SA T. Rowe Price Growth Stock Portfolio | 39% | 0.87% | SunAmerica Asset Management, LLC |
| 4 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 39% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 5 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 38% | 1.10% | Calamos Advisors LLC |
| 6 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX | 37% | 0.70% | Lazard Asset Management LLC |
| 7 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 37% | 0.00% | — |
| 8 | Nationwide Nasdaq-100 Risk-Managed Income ETF | 37% | 0.68% | Nationwide Fund Advisors |
| 9 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper | 36% | 0.55% | Transamerica Asset Management, Inc. |
| 10 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX | 36% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 11 | Victory 500 Index VIP Series cheaper | 36% | 0.28% | Victory Capital Management Inc. |
| 12 | Global X S&P 500 ESG Covered Call ETF cheaper | 35% | 0.60% | Global X Management Company LLC |
| 13 | Capital Appreciation Fund · JHCPX, JICPX | 35% | 0.74% | — |
| 14 | Madison Sustainable Equity Fund · MFSIX, MFSYX | 35% | 0.81% | Madison Asset Management, LLC |
| 15 | Global X Nasdaq 100 ESG Covered Call ETF cheaper | 35% | 0.61% | Global X Management Company LLC |
| 16 | MM Equity Asset Fund cheaper | 34% | 0.28% | — |
| 17 | Unusual Whales Subversive Democratic Trading ETF | 34% | 0.76% | — |
| 18 | RBC Global Equity Leaders Fund · RGLIX, RGELX, RGRLX | 34% | 0.70% | RBC Global Asset Management (US) Inc. |
| 19 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 33% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 20 | Allspring Diversified Large Cap Growth Portfolio | 33% | — | — |
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