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 Global Research Portfolio · JAWGX cheaper | 100% | 0.72% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Research Portfolio · JAGRX cheaper | 56% | 0.67% | Janus Henderson Investors US LLC |
| 3 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 56% | 0.72% | — |
| 4 | Janus Henderson Balanced Portfolio · JABLX cheaper | 45% | 0.62% | Janus Henderson Investors US LLC |
| 5 | Cornerstone Total Return Fund, Inc. | 45% | — | — |
| 6 | Janus Henderson Balanced Fund · JABAX, JDBAX, JABCX, JBALX, JDBRX, JABRX, JANBX, JABNX cheaper | 45% | 0.57% | — |
| 7 | Cornerstone Strategic Investment Fund, Inc. | 44% | — | — |
| 8 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper | 44% | 0.62% | Empower Capital Management, LLC |
| 9 | Aptus Drawdown Managed Equity ETF · ADME | 43% | 0.79% | Aptus Capital Advisors, LLC |
| 10 | Destinations Shelter Fund · DSHFX, DSHZX | 43% | 1.00% | Brinker Capital Investments, LLC |
| 11 | Aptus Collared Investment Opportunity ETF · ACIO | 43% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 43% | 0.05% | The Vanguard Group, Inc. |
| 13 | NYLI VP Janus Henderson Balanced Portfolio cheaper | 43% | 0.57% | New York Life Investment Management LLC |
| 14 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper | 43% | 0.34% | T. Rowe Price Associates, Inc. |
| 15 | iShares ESG Aware MSCI USA ETF · ESGU cheaper | 42% | 0.15% | BlackRock Fund Advisors |
| 16 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper | 42% | 0.65% | Natixis Advisors, LLC |
| 17 | Optimized Equity Income ETF · OEI | 42% | 0.75% | — |
| 18 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper | 42% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | iShares Russell Top 200 ETF · IWL cheaper | 42% | 0.15% | BlackRock Fund Advisors |
| 20 | TAX-MANAGED GROWTH PORTFOLIO | 42% | — | Boston Management and Research |
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