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 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 38% | 0.62% | — |
| 2 | BBH Select Large Cap ETF cheaper | 36% | 0.71% | — |
| 3 | JAMESTOWN EQUITY FUND · JAMEX diff. adviser | 36% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 4 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 35% | 0.71% | Brown Brothers Harriman & Co. |
| 5 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 34% | 0.55% | Nationwide Fund Advisors |
| 6 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 33% | 0.65% | Victory Capital Management Inc. |
| 7 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 33% | 0.62% | Empower Capital Management, LLC |
| 8 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 33% | 0.46% | Franklin Advisers, Inc. |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 32% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | Allspring VT Opportunity Fund cheaper diff. adviser | 32% | 0.75% | Allspring Funds Management, LLC |
| 11 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 32% | 0.28% | Allspring Funds Management, LLC |
| 12 | Allspring Opportunity Fund · WOFDX, SOPVX, WFOPX, WOFNX, WOFRX cheaper diff. adviser | 32% | 0.72% | Allspring Funds Management, LLC |
| 13 | Evercore Equity Fund · EWMCX diff. adviser | 31% | 0.90% | Evercore Wealth Management, LLC |
| 14 | Matrix Advisors Value ETF · MAVF cheaper diff. adviser | 31% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 31% | 0.80% | AllianceBernstein L.P. |
| 16 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 31% | 0.70% | Nicholas Company, Inc. |
| 17 | Appreciation Portfolio cheaper diff. adviser | 31% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 18 | Franklin Dividend Growth ETF cheaper | 31% | 0.49% | — |
| 19 | Optimized Equity Income ETF · OEI cheaper | 31% | 0.75% | — |
| 20 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 31% | 0.71% | Bridges Investment Management Inc |
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