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 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 17% | 0.74% | — |
| 2 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper | 17% | 0.70% | Touchstone Advisors, Inc. |
| 3 | Allspring Diversified Large Cap Growth Portfolio | 16% | — | — |
| 4 | Amplify Thematic All-Stars ETF cheaper | 16% | 0.49% | — |
| 5 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper | 15% | 0.55% | Transamerica Asset Management, Inc. |
| 6 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper | 14% | 0.71% | Voya Investments, LLC |
| 7 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX cheaper | 14% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 8 | Milliman - Capital Group Hedged U.S. Growth Fund | 13% | 1.09% | Milliman Financial Risk Management LLC |
| 9 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 13% | 0.67% | — |
| 10 | Global X Nasdaq 100 ESG Covered Call ETF cheaper | 12% | 0.61% | Global X Management Company LLC |
| 11 | Pioneer Fundamental Growth Fund cheaper | 12% | 0.66% | — |
| 12 | Invesco QQQ Trust, Series 1 | 12% | — | — |
| 13 | SA T. Rowe Price Growth Stock Portfolio cheaper | 12% | 0.87% | SunAmerica Asset Management, LLC |
| 14 | FIIG US LARGE CAP EQUITY · ILESX cheaper | 11% | 0.47% | Fisher Asset Management LLC |
| 15 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 11% | 0.00% | — |
| 16 | RBC Global Equity Leaders Fund · RGLIX, RGELX, RGRLX cheaper | 11% | 0.70% | RBC Global Asset Management (US) Inc. |
| 17 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper | 11% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 18 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 11% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 19 | Nuveen S&P 500 Buy-Write Income Fund | 11% | — | — |
| 20 | Jackson Square Large-Cap Growth Fund · JSPJX, JSPIX, DPLGX cheaper | 11% | 0.64% | Jackson Square Partners, LLC |
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