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 | Guardian Large Cap Fundamental Growth VIP Fund cheaper diff. adviser | 23% | 0.98% | Park Avenue Institutional Advisers LLC |
| 2 | Fidelity Fund · FFIDX, FFDKX cheaper diff. adviser | 23% | 0.34% | Fidelity Management & Research Company LLC |
| 3 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper diff. adviser | 23% | 0.69% | Waycross Partners, LLC |
| 4 | Large-Cap Growth Portfolio cheaper diff. adviser | 23% | 0.66% | Pacific Life Fund Advisors LLC |
| 5 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX cheaper diff. adviser | 22% | 0.63% | Columbia Management Investment Advisers, LLC |
| 6 | Monteagle Enhanced Equity Income Fund cheaper diff. adviser | 22% | 1.36% | Park Place Capital Corporation |
| 7 | Putnam Focused Equity Fund cheaper diff. adviser | 22% | 0.71% | Putnam Investment Management, LLC |
| 8 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 22% | 0.72% | — |
| 9 | Columbia Variable Portfolio - Disciplined Core Fund cheaper diff. adviser | 22% | 0.67% | Columbia Management Investment Advisers, LLC |
| 10 | Marsico Focus Fund · MFOCX, MIFOX cheaper diff. adviser | 22% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 11 | Nuveen Sustainable Core ETF · NSCR cheaper diff. adviser | 22% | 0.45% | Nuveen Fund Advisors, LLC |
| 12 | Columbia Variable Portfolio - Core Equity Fund cheaper diff. adviser | 22% | 0.40% | Columbia Management Investment Advisers, LLC |
| 13 | AOT Software Platform ETF · AOTS cheaper | 21% | 0.49% | — |
| 14 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 21% | 0.65% | Columbia Management Investment Advisers, LLC |
| 15 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 21% | 0.08% | WisdomTree Asset Management, Inc. |
| 16 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 21% | 0.65% | — |
| 17 | Natixis U.S. Equity Opportunities Fund · NEFSX, NECCX, NESYX, NUSTX, NESNX cheaper diff. adviser | 21% | 0.76% | Natixis Advisors, LLC |
| 18 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 21% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 19 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX cheaper diff. adviser | 21% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 20 | INVESTMENT HOUSE GROWTH FUND (THE) · TIHGX cheaper diff. adviser | 21% | 1.41% | The Investment House, LLC |
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