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 Trust · JADDX, JEQAX, JFLGX cheaper diff. adviser | 91% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 2 | John Hancock Fundamental All Cap Core ETF · JHAC | 83% | 0.72% | John Hancock Investment Management LLC |
| 3 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper | 72% | 0.65% | John Hancock Investment Management LLC |
| 4 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX | 46% | 0.72% | John Hancock Investment Management LLC |
| 5 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX diff. adviser | 39% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 6 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 35% | 0.52% | Brown Advisory LLC |
| 7 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 35% | 0.64% | Pear Tree Advisors Inc. |
| 8 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 34% | — | Boston Management and Research |
| 9 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 34% | 0.71% | Bridges Investment Management Inc |
| 10 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 33% | 0.60% | Allspring Funds Management, LLC |
| 11 | Franklin Focused Growth ETF cheaper diff. adviser | 33% | 0.55% | Franklin Advisers, Inc. |
| 12 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 33% | 0.77% | Kornitzer Capital Management, Inc. |
| 13 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 33% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 32% | 0.99% | Advisors Preferred, LLC |
| 15 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 32% | 1.03% | Calamos Advisors LLC |
| 16 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 32% | 0.00% | American Century Investment Management, Inc. |
| 17 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 32% | 0.69% | Harbor Capital Advisors, Inc. |
| 18 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 32% | 0.59% | Putnam Investment Management, LLC |
| 19 | AOT Software Platform ETF · AOTS cheaper | 32% | 0.49% | — |
| 20 | Growth Portfolio cheaper diff. adviser | 32% | 0.58% | Pacific Life Fund Advisors LLC |
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