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 | Health Sciences Fund | 23% | 0.85% | — |
| 2 | Putnam BioRevolution ETF cheaper diff. adviser | 14% | 0.70% | Putnam Investment Management, LLC |
| 3 | FIS Bright Portfolios Focused Equity ETF cheaper diff. adviser | 9% | 0.66% | Faith Investor Services, LLC |
| 4 | NYLI Healthy Hearts ETF · HART cheaper diff. adviser | 8% | 0.45% | New York Life Investment Management LLC |
| 5 | Milliman - Capital Group Hedged U.S. Growth Fund diff. adviser | 8% | 1.09% | Milliman Financial Risk Management LLC |
| 6 | Global X Health Care Covered Call & Growth ETF cheaper diff. adviser | 7% | 0.60% | Global X Management Company LLC |
| 7 | Pioneer Fund cheaper diff. adviser | 6% | 0.65% | Amundi Asset Management US, Inc. |
| 8 | Pioneer Fund VCT Portfolio diff. adviser | 6% | 0.80% | Amundi Asset Management US, Inc. |
| 9 | Centre American Select Equity Fund diff. adviser | 6% | 1.05% | Centre Asset Management, LLC |
| 10 | Janus Henderson U.S. Sustainable Equity ETF · SSPX cheaper diff. adviser | 6% | 0.55% | Janus Henderson Investors US LLC |
| 11 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 6% | 0.74% | — |
| 12 | Humankind U.S. Stock ETF cheaper diff. adviser | 6% | 0.11% | Humankind Benefit Corp |
| 13 | Seaport Long/Short Fund diff. adviser | 5% | 1.56% | John Hancock Investment Management LLC |
| 14 | MidCap Growth Fund · PFPPX, PHPPX, PGWIX, PMGJX diff. adviser | 5% | 0.75% | Principal Global Investors, LLC |
| 15 | TrueShares Technology, AI & Deep Learning ETF cheaper diff. adviser | 5% | 0.69% | TrueMark Investments, LLC |
| 16 | Pioneer Fundamental Growth Fund cheaper | 5% | 0.66% | — |
| 17 | Madison Sustainable Equity Fund · MFSIX, MFSYX diff. adviser | 5% | 0.81% | Madison Asset Management, LLC |
| 18 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX | 5% | 0.76% | — |
| 19 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 5% | 0.87% | SunAmerica Asset Management, LLC |
| 20 | Pioneer Global Sustainable Growth Fund · SUGCX, SUGYX, SUGAX cheaper | 5% | 0.70% | — |
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