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 | GOVERNMENT STREET EQUITY FUND · GVEQX cheaper | 28% | 0.87% | Leavell Investment Management, Inc. |
| 2 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 19% | — | — |
| 3 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 18% | 0.43% | Thrivent Financial for Lutherans |
| 4 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 18% | 0.58% | Lord, Abbett & Co. LLC |
| 5 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 18% | 0.74% | Thrivent Asset Management, LLC |
| 6 | Eaton Vance Enhanced Equity Income Fund | 18% | — | — |
| 7 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 18% | 0.78% | Kornitzer Capital Management, Inc. |
| 8 | Stock Portfolio diff. adviser | 18% | — | Boston Management and Research |
| 9 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper diff. adviser | 17% | 0.11% | Fidelity Management & Research Company LLC |
| 10 | Janus Henderson Global Technology and Innovation Fund · JAGTX, JATAX, JAGCX, JATIX, JATSX, JNGTX, JATNX cheaper | 17% | 0.69% | — |
| 11 | Janus Henderson Global Technology and Innovation Portfolio · JGLTX cheaper diff. adviser | 17% | 0.73% | Janus Henderson Investors US LLC |
| 12 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 17% | — | — |
| 13 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper diff. adviser | 17% | 0.75% | Exchange Traded Concepts, LLC |
| 14 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper diff. adviser | 17% | 0.25% | BlackRock Fund Advisors |
| 15 | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 17% | — | — |
| 16 | Science & Technology Fund · VCSTX cheaper diff. adviser | 17% | 0.91% | The Variable Annuity Life Insurance Company |
| 17 | Eventide Large Cap Growth ETF · ESLG cheaper | 17% | 0.39% | — |
| 18 | iShares ESG Advanced MSCI USA ETF · USXF cheaper diff. adviser | 17% | 0.10% | BlackRock Fund Advisors |
| 19 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 17% | 0.31% | AQR Capital Management, LLc |
| 20 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM cheaper diff. adviser | 17% | 0.12% | SSGA Funds Management, Inc. |
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