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 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper | 57% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper | 56% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | MML Sustainable Equity Fund cheaper diff. adviser | 50% | 0.57% | MML Investment Advisers, LLC |
| 4 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 50% | 0.66% | New York Life Investment Management LLC |
| 5 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 49% | 0.90% | Calamos Advisors LLC |
| 6 | American Century Large Cap Equity ETF · ACLC cheaper | 48% | 0.39% | — |
| 7 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 48% | 0.63% | Putnam Investment Management, LLC |
| 8 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 48% | 0.55% | Putnam Investment Management, LLC |
| 9 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 48% | 0.13% | SSGA Funds Management, Inc. |
| 10 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 48% | 0.59% | Putnam Investment Management, LLC |
| 11 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 48% | 0.85% | SSGA Funds Management, Inc. |
| 12 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 48% | 0.00% | American Century Investment Management, Inc. |
| 13 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 48% | 0.25% | SSGA Funds Management, Inc. |
| 14 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 47% | 0.38% | SSGA Funds Management, Inc. |
| 15 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 47% | 0.17% | SSGA Funds Management, Inc. |
| 16 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX cheaper diff. adviser | 47% | 0.74% | Domini Impact Investments LLC |
| 17 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 46% | 0.99% | Advisors Preferred, LLC |
| 18 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 45% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 19 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 45% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 20 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 45% | 0.65% | — |
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