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 | Sit ESG Growth Fund · IESGX, SESGX | 60% | 1.01% | Sit Investment Associates, Inc. |
| 2 | Sit Large Cap Growth Fund · SNIGX | 47% | 1.00% | Sit Investment Associates, Inc. |
| 3 | Sit Balanced Fund · SIBAX cheaper | 40% | 0.89% | Sit Investment Associates, Inc. |
| 4 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper | 40% | 0.70% | Sit Investment Associates, Inc. |
| 5 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 38% | 1.22% | AllianceBernstein L.P. |
| 6 | MEEHAN FOCUS FUND · MEFOX diff. adviser | 38% | 1.01% | Edgemoor Investment Advisors, Inc. |
| 7 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX cheaper diff. adviser | 38% | 0.59% | Hartford Funds Management Company, LLC |
| 8 | SFT Wellington Core Equity Fund cheaper diff. adviser | 37% | 0.78% | Securian Asset Management, Inc. |
| 9 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 37% | 0.78% | Kornitzer Capital Management, Inc. |
| 10 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 37% | 0.36% | Hartford Funds Management Company, LLC |
| 11 | MML Sustainable Equity Fund cheaper diff. adviser | 37% | 0.57% | MML Investment Advisers, LLC |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 13 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 37% | 0.66% | New York Life Investment Management LLC |
| 14 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 37% | 0.59% | — |
| 15 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 37% | 0.55% | Transamerica Asset Management, Inc. |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 37% | — | — |
| 17 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 37% | 0.25% | SSGA Funds Management, Inc. |
| 18 | Nuveen S&P 500 Dynamic Overwrite Fund | 37% | — | — |
| 19 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 37% | 0.13% | SSGA Funds Management, Inc. |
| 20 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 36% | 0.85% | SSGA Funds Management, Inc. |
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