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 | Nomura VIP Balanced Series | 88% | 1.03% | Macquarie Investment Management Business Trust |
| 2 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX | 58% | 0.67% | Macquarie Investment Management Business Trust |
| 3 | Nomura VIP Core Equity Series | 58% | 0.95% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Asset Strategy Series cheaper | 41% | 0.60% | Macquarie Investment Management Business Trust |
| 5 | Nomura Wealth Builder Fund · DDIAX, DDICX, DDDRX, DDIIX, DDERX | 35% | 0.74% | Macquarie Investment Management Business Trust |
| 6 | Nomura Asset Strategy Fund · WASAX, WASCX, WASYX, IVAEX, IASRX, IASTX | 34% | 0.77% | Macquarie Investment Management Business Trust |
| 7 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 30% | 0.68% | Columbia Management Investment Advisers, LLC |
| 8 | Large Capital Growth Fund · VLCGX diff. adviser | 30% | 0.66% | The Variable Annuity Life Insurance Company |
| 9 | MML Sustainable Equity Fund cheaper diff. adviser | 30% | 0.57% | MML Investment Advisers, LLC |
| 10 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 30% | 0.66% | New York Life Investment Management LLC |
| 11 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX diff. adviser | 30% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 12 | BNY Mellon Sustainable U.S. Equity Portfolio, Inc. diff. adviser | 29% | 0.67% | BNY Mellon Investment Adviser, Inc. |
| 13 | AB US Equity ETF · XCHG cheaper | 29% | 0.50% | — |
| 14 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 29% | 0.46% | Victory Capital Management Inc. |
| 15 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 29% | 0.48% | DWS Investment Management Americas, Inc. |
| 16 | American Century Large Cap Equity ETF · ACLC cheaper | 29% | 0.39% | — |
| 17 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX cheaper | 29% | 0.61% | — |
| 18 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX diff. adviser | 29% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 19 | AST Large-Cap Equity Portfolio diff. adviser | 29% | 0.83% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 20 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 29% | 0.00% | American Century Investment Management, Inc. |
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