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 | JNL/Loomis Sayles Global Growth Fund cheaper diff. adviser | 95% | 0.70% | Jackson National Asset Management, LLC |
| 2 | LVIP Loomis Sayles Global Growth Fund cheaper diff. adviser | 94% | 0.77% | Lincoln Financial Investments Corporation |
| 3 | EQ/Loomis Sayles Growth Portfolio cheaper diff. adviser | 60% | 0.80% | Equitable Investment Management Group, LLC |
| 4 | Nationwide Loomis All Cap Growth Fund · NWZLX, NWZMX, NWZNX, NWADX cheaper diff. adviser | 60% | 0.82% | Nationwide Fund Advisors |
| 5 | Focused Appreciation Portfolio cheaper diff. adviser | 58% | 0.61% | Mason Street Advisors, LLC |
| 6 | Loomis Sayles Growth Portfolio cheaper diff. adviser | 58% | 0.55% | Brighthouse Investment Advisers, LLC |
| 7 | MML VIP Loomis Sayles Large Cap Growth Fund cheaper diff. adviser | 58% | 0.70% | MML Investment Advisers, LLC |
| 8 | Loomis Sayles Growth Fund · LGRRX, LGRCX, LSGRX, LGRNX, LGRTX cheaper | 56% | 0.56% | Loomis, Sayles & Company, L.P. |
| 9 | LVIP Franklin Templeton Global Equity Managed Volatility Fund cheaper diff. adviser | 51% | 0.72% | Lincoln Financial Investments Corporation |
| 10 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper diff. adviser | 50% | 0.59% | Natixis Advisors, LLC |
| 11 | Loomis Sayles International Growth Fund · LIGYX, LIGGX, LIGCX, LIGNX diff. adviser | 46% | 0.90% | Natixis Advisors, LLC |
| 12 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 43% | 0.66% | MML Investment Advisers, LLC |
| 13 | Victory Growth Fund · USAAX, UIGRX cheaper diff. adviser | 43% | 0.89% | Victory Capital Management Inc. |
| 14 | ALPS | OShares Global Internet Giants ETF · OGIG cheaper diff. adviser | 37% | 0.48% | ALPS Advisors, Inc. |
| 15 | AOT Software Platform ETF · AOTS cheaper | 37% | 0.49% | — |
| 16 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 36% | 0.65% | REX Advisers, LLC |
| 17 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper diff. adviser | 36% | 0.89% | EULAV Asset Management |
| 18 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 35% | 0.60% | First Trust Advisors L.P. |
| 19 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 34% | 1.28% | Sparrow Capital Management, Inc. |
| 20 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX cheaper | 34% | 0.72% | — |
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