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 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX diff. adviser | 91% | 0.72% | John Hancock Investment Management LLC |
| 2 | John Hancock Fundamental All Cap Core ETF · JHAC diff. adviser | 91% | 0.72% | John Hancock Investment Management LLC |
| 3 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 66% | 0.65% | John Hancock Investment Management LLC |
| 4 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX diff. adviser | 45% | 0.72% | John Hancock Investment Management LLC |
| 5 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX | 39% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 6 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 37% | — | Boston Management and Research |
| 7 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 36% | 0.60% | Allspring Funds Management, LLC |
| 8 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 36% | 0.64% | Pear Tree Advisors Inc. |
| 9 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 35% | 0.52% | Brown Advisory LLC |
| 10 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 35% | 0.77% | Kornitzer Capital Management, Inc. |
| 11 | Bridges Investment Fund · BRGIX diff. adviser | 35% | 0.71% | Bridges Investment Management Inc |
| 12 | Franklin Focused Growth ETF cheaper diff. adviser | 35% | 0.55% | Franklin Advisers, Inc. |
| 13 | T. Rowe Price Capital Appreciation Equity ETF · TCAF cheaper diff. adviser | 35% | 0.31% | T. Rowe Price Associates, Inc. |
| 14 | JNL/T. Rowe Price Capital Appreciation Equity Fund diff. adviser | 35% | 0.70% | Jackson National Asset Management, LLC |
| 15 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 35% | 1.03% | Calamos Advisors LLC |
| 16 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 35% | 0.00% | American Century Investment Management, Inc. |
| 17 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX cheaper diff. adviser | 34% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Fidelity OTC K6 Portfolio · FOKFX cheaper diff. adviser | 34% | 0.50% | Fidelity Management & Research Company LLC |
| 19 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 34% | 0.57% | Harbor Capital Advisors, Inc. |
| 20 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 34% | 0.65% | UBS Asset Management (Americas) LLC |
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