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 | Capital Appreciation Fund | 12% | — | — |
| 2 | CTIVP - Los Angeles Capital Large Cap Growth Fund | 11% | — | — |
| 3 | Fidelity Export and Multinational Fund | 10% | — | — |
| 4 | UBS U.S. EQUITY ALPHA RELATIONSHIP FUND | 10% | — | — |
| 5 | AIG Focused Alpha Large-Cap Fund | 10% | — | — |
| 6 | THRIVENT PARTNER GROWTH STOCK PORTFOLIO | 10% | — | — |
| 7 | North Shore Dual Share Class ETF | 10% | — | — |
| 8 | Leland Thomson Reuters Venture Capital Index Fund | 10% | — | — |
| 9 | Leland Thomson Reuters Private Equity Index Fund | 10% | — | — |
| 10 | Master Focus Growth LLC | 9% | — | — |
| 11 | Touchstone Institutional Funds Trust-Touchstone Sands Capital Institutional Growth Fund | 9% | — | — |
| 12 | MainStay Epoch U.S. All Cap Fund | 9% | — | — |
| 13 | Fidelity Independence Fund | 9% | — | — |
| 14 | UBS U.S. Sustainable Equity Fund | 9% | — | — |
| 15 | TIAA-CREF Quant Large-Cap Growth Fund | 9% | — | — |
| 16 | Core Equity Fund | 9% | — | — |
| 17 | BNY Mellon Large Cap Growth Fund | 9% | — | — |
| 18 | Nuveen Large Cap Growth Fund | 9% | — | — |
| 19 | Delaware VIP Covered Call Strategy Series | 9% | — | — |
| 20 | Delaware U.S. Growth Fund | 8% | — | — |
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