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 | SEI Enhanced U.S. Large Cap Quality Factor ETF · SEIQ cheaper diff. adviser | 27% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 27% | 0.77% | John Hancock Investment Management LLC |
| 3 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 27% | 0.49% | Pacer Advisors, Inc. |
| 4 | ETC 6 Meridian Quality Growth ETF · SXQG cheaper diff. adviser | 25% | 0.55% | Exchange Traded Concepts, LLC |
| 5 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 6 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 24% | 0.17% | SSGA Funds Management, Inc. |
| 7 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 24% | 2.42% | Saratoga Capital Management, LLC |
| 8 | Loomis Sayles Growth Fund · LGRRX, LGRCX, LSGRX, LGRNX, LGRTX cheaper diff. adviser | 24% | 0.56% | Loomis, Sayles & Company, L.P. |
| 9 | Dana Unconstrained Equity ETF · DUNK cheaper | 24% | 0.75% | — |
| 10 | State Street Premier Growth Equity V.I.S. Fund · SPGSX cheaper diff. adviser | 24% | 0.86% | SSGA Funds Management, Inc. |
| 11 | Focused Appreciation Portfolio cheaper diff. adviser | 23% | 0.61% | Mason Street Advisors, LLC |
| 12 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 23% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 13 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 23% | 0.77% | TCW Investment Management Company LLC |
| 14 | Fidelity Founders Fund · FIFNX, FIFWX, FIFOX, FIFQX, FIFPX, FIFVX cheaper diff. adviser | 23% | 0.66% | Fidelity Management & Research Company LLC |
| 15 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX cheaper diff. adviser | 23% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 23% | 0.75% | Equitable Investment Management Group, LLC |
| 17 | Fidelity U.S. Multifactor ETF · FLRG cheaper diff. adviser | 23% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | JNL/ClearBridge Large Cap Growth Fund cheaper diff. adviser | 23% | 0.63% | Jackson National Asset Management, LLC |
| 19 | ClearBridge Variable Large Cap Growth Portfolio · QLMLOX, LVLGX cheaper diff. adviser | 23% | 0.74% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 23% | 0.59% | BNY Mellon Investment Adviser, Inc. |
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