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 | Columbia Variable Portfolio - Select Large Cap Equity Fund | 88% | 0.67% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Global Value Fund · IEVAX, REVCX, REVRX, RSEYX, CEVZX, CEVYX, CEVAX | 62% | 0.77% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX | 55% | 0.70% | Columbia Management Investment Advisers, LLC |
| 4 | Columbia Variable Portfolio - Large Cap Growth Fund | 54% | 0.72% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX | 54% | 0.65% | Columbia Management Investment Advisers, LLC |
| 6 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 51% | 1.07% | Lincoln Financial Investments Corporation |
| 7 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 50% | 0.26% | BlackRock Fund Advisors |
| 8 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 50% | 0.00% | Teachers Advisors, LLC |
| 9 | Invesco Discovery Large Cap Fund diff. adviser | 50% | 0.63% | Invesco Advisers, Inc. |
| 10 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 50% | 0.50% | Motley Fool Asset Management |
| 11 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 50% | 0.61% | — |
| 12 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 50% | 1.00% | Sit Investment Associates, Inc. |
| 13 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 50% | 0.52% | Teachers Advisors, LLC |
| 14 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 49% | — | Boston Management and Research |
| 15 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 49% | 0.55% | Nationwide Fund Advisors |
| 16 | Eaton Vance Enhanced Equity Income Fund | 49% | — | — |
| 17 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 49% | 0.72% | — |
| 18 | Janus Henderson Research Portfolio · JAGRX diff. adviser | 49% | 0.67% | Janus Henderson Investors US LLC |
| 19 | Stock Portfolio diff. adviser | 49% | — | Boston Management and Research |
| 20 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 49% | — | — |
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