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 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 43% | 1.00% | Boston Common Asset Management, LLC |
| 2 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 42% | 0.17% | SSGA Funds Management, Inc. |
| 3 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 41% | 0.55% | Nationwide Fund Advisors |
| 4 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 41% | 0.55% | Columbia Management Investment Advisers, LLC |
| 5 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 41% | 0.77% | TCW Investment Management Company LLC |
| 6 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper diff. adviser | 41% | 0.67% | Columbia Management Investment Advisers, LLC |
| 7 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 40% | 0.46% | New York Life Investment Management LLC |
| 8 | Impax Large Cap Fund · PXLIX, PAXLX cheaper diff. adviser | 39% | 0.73% | Impax Asset Management LLC |
| 9 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 39% | 0.35% | Allspring Funds Management, LLC |
| 10 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 39% | 0.77% | John Hancock Investment Management LLC |
| 11 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 39% | 0.65% | UBS Asset Management (Americas) LLC |
| 12 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 38% | 0.00% | Teachers Advisors, LLC |
| 13 | GROWTH PORTFOLIO cheaper diff. adviser | 38% | 0.34% | Wellington Management Company LLP |
| 14 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 38% | 0.72% | New York Life Investment Management LLC |
| 15 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 38% | 0.55% | Transamerica Asset Management, Inc. |
| 16 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 38% | 0.58% | Principal Global Investors, LLC |
| 17 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 38% | 1.10% | Gabelli Funds, LLC |
| 18 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 38% | 0.52% | Teachers Advisors, LLC |
| 19 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 37% | 0.72% | New York Life Investment Management LLC |
| 20 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 37% | 0.72% | — |
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