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 | Neuberger Berman Multi-Cap Opportunities Fund · NMUAX, NMUCX, NMULX, NMUEX cheaper | 29% | 0.13% | Neuberger Berman Investment Advisers LLC |
| 2 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX cheaper diff. adviser | 27% | 0.89% | Natixis Advisors, LLC |
| 3 | Impax Large Cap Fund · PXLIX, PAXLX cheaper diff. adviser | 25% | 0.73% | Impax Asset Management LLC |
| 4 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 25% | 0.46% | Franklin Advisers, Inc. |
| 5 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper diff. adviser | 24% | 0.70% | Lazard Asset Management LLC |
| 6 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 24% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 7 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 24% | 0.61% | Parnassus Investments, LLC |
| 8 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 24% | 1.00% | Boston Common Asset Management, LLC |
| 9 | JPMorgan Equity Focus ETF · JPEF cheaper diff. adviser | 23% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 10 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 23% | 0.59% | Putnam Investment Management, LLC |
| 11 | abrdn U.S. Sustainable Leaders Fund · GXXAX, GXXCX, GGLIX, GXXIX cheaper diff. adviser | 23% | 0.90% | abrdn Inc. |
| 12 | MML Sustainable Equity Fund cheaper diff. adviser | 23% | 0.57% | MML Investment Advisers, LLC |
| 13 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 22% | 0.66% | New York Life Investment Management LLC |
| 14 | The Osterweis Fund · OSTFX diff. adviser | 22% | 0.96% | Osterweis Capital Management, Inc. |
| 15 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 22% | 0.59% | Lord, Abbett & Co. LLC |
| 16 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 22% | 0.13% | SSGA Funds Management, Inc. |
| 17 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 22% | 0.63% | Putnam Investment Management, LLC |
| 18 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 22% | 0.55% | Putnam Investment Management, LLC |
| 19 | Janus Henderson U.S. Sustainable Equity ETF · SSPX cheaper diff. adviser | 22% | 0.55% | Janus Henderson Investors US LLC |
| 20 | Dividend Growth Portfolio diff. adviser | 22% | 0.99% | Lord, Abbett & Co. LLC |
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