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 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX cheaper diff. adviser | 59% | 0.61% | Harris Associates L.P. |
| 2 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX cheaper | 59% | 0.73% | Natixis Advisors, LLC |
| 3 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 58% | 0.59% | Harris Associates L.P. |
| 4 | EQ/Loomis Sayles Growth Portfolio diff. adviser | 46% | 0.80% | Equitable Investment Management Group, LLC |
| 5 | Nationwide Loomis All Cap Growth Fund · NWZLX, NWZMX, NWZNX, NWADX diff. adviser | 46% | 0.82% | Nationwide Fund Advisors |
| 6 | MML VIP Loomis Sayles Large Cap Growth Fund cheaper diff. adviser | 43% | 0.70% | MML Investment Advisers, LLC |
| 7 | Loomis Sayles Growth Fund · LGRRX, LGRCX, LSGRX, LGRNX, LGRTX cheaper diff. adviser | 43% | 0.56% | Loomis, Sayles & Company, L.P. |
| 8 | Loomis Sayles Growth Portfolio cheaper diff. adviser | 43% | 0.55% | Brighthouse Investment Advisers, LLC |
| 9 | Focused Appreciation Portfolio cheaper diff. adviser | 43% | 0.61% | Mason Street Advisors, LLC |
| 10 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 42% | 0.66% | MML Investment Advisers, LLC |
| 11 | Victory Growth Fund · USAAX, UIGRX diff. adviser | 41% | 0.89% | Victory Capital Management Inc. |
| 12 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX cheaper | 40% | 0.72% | — |
| 13 | LVIP Franklin Templeton Global Equity Managed Volatility Fund cheaper diff. adviser | 38% | 0.72% | Lincoln Financial Investments Corporation |
| 14 | DIVERSIFIED VALUE PORTFOLIO cheaper diff. adviser | 38% | 0.28% | Hotchkis and Wiley Capital Management, LLC, Lazard Asset Management LLC |
| 15 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper | 37% | 0.59% | Natixis Advisors, LLC |
| 16 | Oakmark Equity and Income Fund · OAKBX, OAYBX, OANBX, OAZBX cheaper diff. adviser | 36% | 0.56% | Harris Associates L.P. |
| 17 | VANGUARD WINDSOR II FUND · VWNFX, VWNAX cheaper diff. adviser | 36% | 0.24% | Sanders Capital, LLC, Aristotle Capital Management, LLC, Hotchkis and Wiley Capital Management, LLC, Lazard Asset Management LLC |
| 18 | GROWTH EQUITY FUND · GGEYX, GGEZX cheaper diff. adviser | 34% | 0.65% | GuideStone Capital Management, LLC |
| 19 | LVIP Loomis Sayles Global Growth Fund diff. adviser | 32% | 0.77% | Lincoln Financial Investments Corporation |
| 20 | Loomis Sayles Global Growth Fund · LSAGX, LSCGX, LSGGX, LSNGX, LGGTX diff. adviser | 32% | 0.90% | Loomis, Sayles & Company, L.P. |
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