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 | EQ/ClearBridge Select Equity Managed Volatility Portfolio cheaper diff. adviser | 56% | 0.82% | Equitable Investment Management Group, LLC |
| 2 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper | 30% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | VOYA LARGE-CAP GROWTH FUND · NLCAX, NLCCX, PLCIX, IGOWX, VGORX, VGOSX cheaper diff. adviser | 27% | 0.56% | Voya Investments, LLC |
| 4 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 27% | 0.58% | Lord, Abbett & Co. LLC |
| 5 | Voya Large Cap Growth Portfolio · IEOPX, IEOHX, IEOSX, IEOTX, VRLCX cheaper diff. adviser | 27% | 0.67% | Voya Investments, LLC |
| 6 | Victory Growth Fund · USAAX, UIGRX cheaper diff. adviser | 26% | 0.89% | Victory Capital Management Inc. |
| 7 | Focused Growth Portfolio cheaper diff. adviser | 26% | 0.75% | Pacific Life Fund Advisors LLC |
| 8 | Invesco V.I. American Franchise Fund cheaper diff. adviser | 26% | 0.85% | Invesco Advisers, Inc. |
| 9 | Invesco V.I. Discovery Large Cap Fund cheaper diff. adviser | 26% | 0.80% | Invesco Advisers, Inc. |
| 10 | MML Invesco Discovery Large Cap Fund cheaper diff. adviser | 26% | 0.74% | MML Investment Advisers, LLC |
| 11 | Lord Abbett Focused Growth Fund · LFGCX, LFGFX, LFGOX, LFGIX, LFGAX, LFGQX, LFGSX, LFGTX, LFGVX cheaper diff. adviser | 25% | 0.73% | Lord, Abbett & Co. LLC |
| 12 | ALGER RESPONSIBLE INVESTING FUND · SPEGX, AGFCX, AGIFX, ALGZX cheaper diff. adviser | 25% | 0.93% | Fred Alger Management, Inc. |
| 13 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper diff. adviser | 25% | 0.68% | Nationwide Fund Advisors |
| 14 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 25% | 0.71% | Bridges Investment Management Inc |
| 15 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 16 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX cheaper diff. adviser | 25% | 0.75% | Crossmark Global Investments, Inc. |
| 17 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX diff. adviser | 25% | 1.83% | Saratoga Capital Management, LLC |
| 18 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 25% | 0.61% | Invesco Advisers, Inc. |
| 19 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX cheaper diff. adviser | 25% | 0.83% | Victory Capital Management Inc. |
| 20 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 25% | 0.69% | Harbor Capital Advisors, Inc. |
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