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 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper | 50% | 0.00% | Teachers Advisors, LLC |
| 2 | Nuveen Life Growth Equity Fund · TLGQX cheaper | 49% | 0.52% | Teachers Advisors, LLC |
| 3 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX | 48% | — | TIAA-CREF Investment Management, LLC |
| 4 | Nuveen Life Core Equity Fund · TLGWX cheaper | 47% | 0.51% | Teachers Advisors, LLC |
| 5 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper | 47% | 0.45% | Principal Global Investors, LLC |
| 6 | Optimized Equity Income ETF · OEI cheaper | 46% | 0.75% | — |
| 7 | Principal Capital Appreciation Account cheaper | 46% | 0.63% | Principal Global Investors, LLC |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper | 45% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 45% | 0.05% | The Vanguard Group, Inc. |
| 10 | NVIT J.P. Morgan Equity and Options Total Return Fund cheaper | 45% | 0.63% | Nationwide Fund Advisors |
| 11 | Horizon Expedition Plus ETF · HBTA cheaper | 45% | 0.86% | HORIZON INVESTMENTS LLC. |
| 12 | American Century Large Cap Equity ETF · ACLC cheaper | 45% | 0.39% | — |
| 13 | JPMorgan Fundamental Data Science Large Core ETF · LCDS cheaper | 45% | 0.30% | J.P. Morgan Investment Management, Inc. |
| 14 | Zacks All-Cap Core Fund cheaper | 45% | 1.01% | Zacks Investment Management, Inc. |
| 15 | Guardian Diversified Research VIP Fund cheaper | 45% | 0.95% | Park Avenue Institutional Advisers LLC |
| 16 | JPMorgan Equity Premium Yield ETF · ROCY cheaper | 45% | 0.35% | — |
| 17 | Fidelity New Millennium Fund · FMILX cheaper | 45% | 0.76% | Fidelity Management & Research Company LLC |
| 18 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper | 44% | 0.00% | Teachers Advisors, LLC |
| 19 | Putnam VT Research Fund cheaper | 44% | 0.70% | Putnam Investment Management, LLC |
| 20 | Large Capital Growth Fund · VLCGX cheaper | 44% | 0.66% | The Variable Annuity Life Insurance Company |
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