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 | DANA LARGE CAP EQUITY FUND · DLCEX, DLCIX cheaper diff. adviser | 31% | 0.75% | Dana Investment Advisors, Inc. |
| 2 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 28% | 0.37% | UBS Asset Management (Americas) LLC |
| 3 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 28% | 0.72% | Lincoln Financial Investments Corporation |
| 4 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 28% | 0.43% | Thrivent Financial for Lutherans |
| 5 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 27% | 0.61% | Invesco Advisers, Inc. |
| 6 | Nuveen Sustainable Core ETF · NSCR cheaper diff. adviser | 27% | 0.45% | Nuveen Fund Advisors, LLC |
| 7 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX | 27% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 8 | Invesco V.I. American Franchise Fund diff. adviser | 27% | 0.85% | Invesco Advisers, Inc. |
| 9 | State Street Premier Growth Equity V.I.S. Fund · SPGSX diff. adviser | 26% | 0.86% | SSGA Funds Management, Inc. |
| 10 | LVIP Blended Large Cap Growth Managed Volatility Fund cheaper diff. adviser | 26% | 0.66% | Lincoln Financial Investments Corporation |
| 11 | Neuberger Berman Core Equity ETF · NBCR cheaper | 26% | 0.29% | Neuberger Berman Investment Advisers LLC |
| 12 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 26% | 0.74% | Thrivent Asset Management, LLC |
| 13 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 26% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 14 | Invesco Global Fund cheaper diff. adviser | 26% | 0.70% | Invesco Advisers, Inc. |
| 15 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 26% | — | — |
| 16 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper diff. adviser | 26% | 0.00% | Teachers Advisors, LLC |
| 17 | Growth Fund · VCULX cheaper diff. adviser | 26% | 0.61% | The Variable Annuity Life Insurance Company |
| 18 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 26% | 0.38% | SSGA Funds Management, Inc. |
| 19 | Neuberger Next Generation Connectivity Fund Inc. | 26% | — | — |
| 20 | NYLI VP Winslow Large Cap Growth Portfolio cheaper diff. adviser | 26% | 0.74% | New York Life Investment Management LLC |
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