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 Equity Portfolio | 60% | 1.08% | Lord, Abbett & Co. LLC |
| 2 | Growth and Income Portfolio | 60% | 0.93% | Lord, Abbett & Co. LLC |
| 3 | Lord Abbett Fundamental Equity Fund · LDFVX, GILAX, LAVPX, LAVYX, LAVFX, LAVQX, LAVRX, LAVSX, LAVTX, LAVVX, LDFOX | 58% | 0.63% | Lord, Abbett & Co. LLC |
| 4 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX | 32% | 0.67% | Lord, Abbett & Co. LLC |
| 5 | Mid Cap Stock Portfolio | 32% | 1.14% | Lord, Abbett & Co. LLC |
| 6 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper | 25% | 0.39% | Lord, Abbett & Co. LLC |
| 7 | Parnassus Value Select ETF · PRVS cheaper diff. adviser | 23% | 0.59% | Parnassus Investments, LLC |
| 8 | Natixis Vaughan Nelson Select ETF · VNSE diff. adviser | 23% | 0.80% | Natixis Advisors, LLC |
| 9 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX diff. adviser | 23% | 0.72% | Natixis Advisors, LLC |
| 10 | WHITE OAK SELECT GROWTH FUND · WOGSX diff. adviser | 22% | 0.90% | Oak Associates, Ltd. |
| 11 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX diff. adviser | 22% | 0.63% | Transamerica Asset Management, Inc. |
| 12 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 22% | 0.69% | Transamerica Asset Management, Inc. |
| 13 | Eagle Capital Select Equity ETF · EAGL diff. adviser | 21% | 0.80% | Eagle Capital Management LLC |
| 14 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 21% | 1.05% | Fidelity Management & Research Company LLC |
| 15 | BRADLEY FOSTER & SARGENT EQUITY FUND · BFSIX diff. adviser | 21% | 0.99% | Bradley, Foster & Sargent, Inc. |
| 16 | Global Concentrated Portfolio · MLNIX, MLNAX, MLNCX, MLNSX diff. adviser | 21% | 0.95% | Morgan Stanley Investment Management Inc. |
| 17 | Tax-Managed Value Portfolio diff. adviser | 20% | — | Boston Management and Research |
| 18 | Rockefeller Global Equity ETF · RGEF cheaper diff. adviser | 20% | 0.55% | Tidal Investments LLC |
| 19 | Large Cap Core Portfolio I diff. adviser | 20% | — | UBS Trust Company of Puerto Rico |
| 20 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX diff. adviser | 20% | 0.95% | Morgan Stanley Investment Management Inc. |
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