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 Sustainable Equity Portfolio · JHISX cheaper | 97% | 0.74% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Forty Portfolio · JACAX cheaper | 26% | 0.58% | Janus Henderson Investors US LLC |
| 3 | Brown Advisory Sustainable Growth ETF · BASG cheaper | 26% | 0.61% | Brown Advisory LLC |
| 4 | Guru Favorite Stocks ETF · GFGF cheaper | 25% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX cheaper | 25% | 0.56% | — |
| 6 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper | 25% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 7 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper | 24% | 0.65% | UBS Asset Management (Americas) LLC |
| 8 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX | 24% | 0.89% | Natixis Advisors, LLC |
| 9 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX cheaper | 24% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 10 | Sarofim Equity Fund · SRFMX cheaper | 24% | 0.70% | Fayez Sarofim & Co., LLC |
| 11 | Janus Henderson Global Select Fund · JORNX, JORAX, JORCX, JORFX, JORRX, JORIX, JANRX, JSLNX cheaper | 24% | 0.69% | — |
| 12 | BNY Mellon Concentrated Growth ETF · BKCG cheaper | 24% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Appreciation Portfolio cheaper | 24% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 14 | Focused Growth Portfolio cheaper | 24% | 0.75% | Pacific Life Fund Advisors LLC |
| 15 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX cheaper | 24% | 0.75% | John Hancock Investment Management LLC |
| 16 | Fidelity Equity Growth K6 Fund · FEGKX cheaper | 24% | 0.45% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Magellan ETF · FMAG cheaper | 24% | 0.57% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper | 24% | 0.54% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 24% | 0.72% | — |
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