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 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX | 68% | 0.95% | Morgan Stanley Investment Management Inc. |
| 2 | US Core Portfolio · MUOIX, MUOAX, MUOCX, MUOSX cheaper | 54% | 0.75% | Morgan Stanley Investment Management Inc. |
| 3 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper diff. adviser | 37% | 0.72% | Natixis Advisors, LLC |
| 4 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 36% | 0.75% | PGIM INVESTMENTS LLC |
| 5 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 6 | Franklin Focused Growth ETF cheaper diff. adviser | 35% | 0.55% | Franklin Advisers, Inc. |
| 7 | Sapient Quality Select ETF cheaper | 34% | 0.80% | — |
| 8 | Natixis Vaughan Nelson Select ETF · VNSE cheaper diff. adviser | 34% | 0.80% | Natixis Advisors, LLC |
| 9 | Fidelity Equity Growth K6 Fund · FEGKX cheaper diff. adviser | 33% | 0.45% | Fidelity Management & Research Company LLC |
| 10 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 33% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper diff. adviser | 33% | 0.54% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper diff. adviser | 33% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 33% | 0.54% | CastleArk Management, LLC |
| 14 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 33% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 15 | VIP Growth Portfolio · QVG2Q cheaper diff. adviser | 33% | 0.56% | Fidelity Management & Research Company LLC |
| 16 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 33% | 0.57% | Harbor Capital Advisors, Inc. |
| 17 | Fidelity Growth Discovery Fund · FDSVX, FGDKX cheaper diff. adviser | 33% | 0.54% | Fidelity Management & Research Company LLC |
| 18 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 33% | 0.44% | PGIM INVESTMENTS LLC |
| 19 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 32% | 0.65% | UBS Asset Management (Americas) LLC |
| 20 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 32% | 0.56% | Nuveen Fund Advisors, LLC |
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