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 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 56% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 2 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper | 55% | 0.71% | Voya Investments, LLC |
| 3 | SA T. Rowe Price Growth Stock Portfolio | 53% | 0.87% | SunAmerica Asset Management, LLC |
| 4 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 53% | 0.59% | — |
| 5 | Invesco QQQ Trust, Series 1 | 52% | — | — |
| 6 | Global X Nasdaq 100 ESG Covered Call ETF cheaper | 48% | 0.61% | Global X Management Company LLC |
| 7 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 47% | 1.10% | Calamos Advisors LLC |
| 8 | Allspring Diversified Large Cap Growth Portfolio | 47% | — | — |
| 9 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX | 46% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 10 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 46% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 11 | Milliman - Capital Group Hedged U.S. Growth Fund | 46% | 1.09% | Milliman Financial Risk Management LLC |
| 12 | Victory 500 Index VIP Series cheaper | 45% | 0.28% | Victory Capital Management Inc. |
| 13 | BNY Mellon Women's Opportunities ETF · BKWO cheaper | 45% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper | 45% | 0.55% | Transamerica Asset Management, Inc. |
| 15 | Azoria 500 Meritocracy ETF · SPXM cheaper | 45% | 0.47% | — |
| 16 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 45% | 0.00% | — |
| 17 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 44% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 18 | Emerald Insights Fund · EFCAX, EFCCX, EFCIX, EFCNX | 44% | 1.05% | Emerald Mutual Fund Advisers Trust |
| 19 | MM Equity Asset Fund cheaper | 43% | 0.28% | — |
| 20 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper | 43% | 0.59% | Fidelity Management & Research Company LLC |
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