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 Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX | 72% | 0.72% | John Hancock Investment Management LLC |
| 2 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX diff. adviser | 66% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 3 | John Hancock Fundamental All Cap Core ETF · JHAC | 59% | 0.72% | John Hancock Investment Management LLC |
| 4 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX | 44% | 0.72% | John Hancock Investment Management LLC |
| 5 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 39% | 0.64% | Pear Tree Advisors Inc. |
| 6 | Fundamental Large Cap Value Trust · JADIX, JVFLX, JADJX diff. adviser | 39% | 0.72% | John Hancock Variable Trust Advisers LLC |
| 7 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 39% | 0.52% | Brown Advisory LLC |
| 8 | Franklin Focused Growth ETF cheaper diff. adviser | 36% | 0.55% | Franklin Advisers, Inc. |
| 9 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 36% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 36% | 0.00% | American Century Investment Management, Inc. |
| 11 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 35% | — | Boston Management and Research |
| 12 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX cheaper diff. adviser | 35% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Growth Portfolio cheaper diff. adviser | 35% | 0.58% | Pacific Life Fund Advisors LLC |
| 14 | MFS Growth Series diff. adviser | 35% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 35% | 0.10% | WisdomTree Digital Management, Inc. |
| 16 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 34% | 1.03% | Calamos Advisors LLC |
| 17 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 34% | 0.57% | Harbor Capital Advisors, Inc. |
| 18 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 34% | 0.75% | PGIM INVESTMENTS LLC |
| 19 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 34% | 0.44% | Franklin Advisers, Inc. |
| 20 | Eagle Capital Select Equity ETF · EAGL diff. adviser | 34% | 0.80% | Eagle Capital Management LLC |
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