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 | Loomis Sayles Global Allocation Portfolio cheaper diff. adviser | 92% | 0.79% | Brighthouse Investment Advisers, LLC |
| 2 | MML Sustainable Equity Fund cheaper diff. adviser | 27% | 0.57% | MML Investment Advisers, LLC |
| 3 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 27% | 0.66% | New York Life Investment Management LLC |
| 4 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 25% | 0.00% | American Century Investment Management, Inc. |
| 5 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 25% | 0.46% | Franklin Advisers, Inc. |
| 6 | American Century Large Cap Equity ETF · ACLC cheaper | 24% | 0.39% | — |
| 7 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX diff. adviser | 24% | 0.87% | Columbia Management Investment Advisers, LLC |
| 8 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 24% | 0.59% | Putnam Investment Management, LLC |
| 9 | Janus Henderson Adaptive Risk Managed U.S. Equity Fund · JRSAX, JRSCX, JRSIX, JRSSX, JRSTX, JRSNX, JRSDX cheaper diff. adviser | 24% | 0.58% | Janus Henderson Investors US LLC |
| 10 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 23% | 0.49% | Fidelity Management & Research Company LLC |
| 11 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX diff. adviser | 23% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 12 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 23% | 0.45% | Fidelity Management & Research Company LLC |
| 13 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 23% | 0.13% | SSGA Funds Management, Inc. |
| 14 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 23% | 0.61% | Parnassus Investments, LLC |
| 15 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 23% | 0.85% | SSGA Funds Management, Inc. |
| 16 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 23% | 0.63% | Putnam Investment Management, LLC |
| 17 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 23% | 0.55% | Putnam Investment Management, LLC |
| 18 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 23% | 0.25% | SSGA Funds Management, Inc. |
| 19 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 23% | 0.69% | Columbia Management Investment Advisers, LLC |
| 20 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper diff. adviser | 23% | 0.56% | Fidelity Management & Research Company LLC |
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