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 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX diff. adviser | 40% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 2 | Pioneer Fundamental Growth Fund cheaper | 40% | 0.66% | — |
| 3 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 38% | 0.64% | Mar Vista Investment Partners |
| 4 | Guggenheim RBP Large-Cap Defensive Fund | 37% | 0.92% | — |
| 5 | Matrix Advisors Value Fund | 36% | 0.99% | — |
| 6 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 35% | 0.67% | — |
| 7 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper diff. adviser | 34% | 0.70% | Lazard Asset Management LLC |
| 8 | FIIG US LARGE CAP EQUITY · ILESX cheaper diff. adviser | 33% | 0.47% | Fisher Asset Management LLC |
| 9 | Milliman - Capital Group Hedged U.S. Growth Fund diff. adviser | 32% | 1.09% | Milliman Financial Risk Management LLC |
| 10 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 32% | 1.10% | Calamos Advisors LLC |
| 11 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 31% | 0.00% | — |
| 12 | BlackRock Sustainable U.S. Growth Equity Fund cheaper | 31% | 0.62% | — |
| 13 | MML Equity Rotation Fund cheaper diff. adviser | 31% | 0.70% | MML Investment Advisers, LLC |
| 14 | Pioneer Disciplined Growth Fund | 30% | 0.83% | — |
| 15 | Fidelity SAI Sustainable Future Fund · FIDHX cheaper | 30% | 0.60% | — |
| 16 | Unusual Whales Subversive Democratic Trading ETF cheaper | 29% | 0.76% | — |
| 17 | Pioneer Global Sustainable Growth Fund · SUGCX, SUGYX, SUGAX cheaper | 29% | 0.70% | — |
| 18 | Guggenheim Directional Allocation Fund | 29% | 1.08% | — |
| 19 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 29% | 0.59% | — |
| 20 | THE BEEHIVE FUND | 28% | 0.99% | — |
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