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 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX diff. adviser | 35% | 0.77% | Nationwide Fund Advisors |
| 2 | Fidelity Momentum Factor ETF · FDMO cheaper diff. adviser | 35% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | MML Global Fund diff. adviser | 34% | 0.81% | MML Investment Advisers, LLC |
| 4 | Invesco Global Equity Portfolio diff. adviser | 33% | 0.58% | Brighthouse Investment Advisers, LLC |
| 5 | Guardian All Cap Core VIP Fund diff. adviser | 33% | 0.83% | Park Avenue Institutional Advisers LLC |
| 6 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 33% | 0.93% | MML Investment Advisers, LLC |
| 7 | EQ/Invesco Global Portfolio diff. adviser | 32% | 0.85% | Equitable Investment Management Group, LLC |
| 8 | JNL/Invesco Global Growth Fund diff. adviser | 32% | 0.67% | Jackson National Asset Management, LLC |
| 9 | MFS Core Equity Portfolio diff. adviser | 32% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MML Sustainable Equity Fund diff. adviser | 32% | 0.57% | MML Investment Advisers, LLC |
| 11 | MFS Core Equity Fund · MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX cheaper diff. adviser | 32% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 32% | 0.45% | Principal Global Investors, LLC |
| 13 | PSF PGIM Jennison Blend Portfolio cheaper diff. adviser | 32% | 0.45% | PGIM INVESTMENTS LLC |
| 14 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 32% | 0.66% | New York Life Investment Management LLC |
| 15 | Guardian Diversified Research VIP Fund diff. adviser | 32% | 0.95% | Park Avenue Institutional Advisers LLC |
| 16 | Adams Diversified Equity Fund, Inc. | 32% | — | — |
| 17 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper diff. adviser | 32% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 32% | 0.00% | American Century Investment Management, Inc. |
| 19 | MFS Research Series diff. adviser | 32% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | American Century Large Cap Equity ETF · ACLC cheaper | 32% | 0.39% | — |
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