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 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX | 83% | 0.72% | John Hancock Investment Management LLC |
| 3 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper | 59% | 0.65% | John Hancock Investment Management LLC |
| 4 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX | 45% | 0.72% | John Hancock Investment Management LLC |
| 5 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX diff. adviser | 38% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 6 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 32% | 0.64% | Pear Tree Advisors Inc. |
| 7 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 32% | 0.52% | Brown Advisory LLC |
| 8 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 32% | — | Boston Management and Research |
| 9 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 32% | 0.60% | Allspring Funds Management, LLC |
| 10 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 31% | 0.59% | Putnam Investment Management, LLC |
| 11 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 31% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 12 | Guardian Large Cap Fundamental Growth VIP Fund diff. adviser | 31% | 0.98% | Park Avenue Institutional Advisers LLC |
| 13 | AVIP Fidelity Institutional AM Equity Growth Portfolio diff. adviser | 31% | 0.79% | CONSTELLATION INVESTMENTS INC |
| 14 | Large-Cap Growth Portfolio cheaper diff. adviser | 31% | 0.66% | Pacific Life Fund Advisors LLC |
| 15 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 31% | 0.63% | Putnam Investment Management, LLC |
| 16 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 31% | 0.55% | Putnam Investment Management, LLC |
| 17 | T. Rowe Price Capital Appreciation Equity ETF · TCAF cheaper diff. adviser | 30% | 0.31% | T. Rowe Price Associates, Inc. |
| 18 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 30% | 0.71% | Bridges Investment Management Inc |
| 19 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 30% | 0.77% | Kornitzer Capital Management, Inc. |
| 20 | JNL/T. Rowe Price Capital Appreciation Equity Fund cheaper diff. adviser | 30% | 0.70% | Jackson National Asset Management, LLC |
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