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 | Osterweis Growth & Income Fund · OSTVX cheaper diff. adviser | 61% | 0.91% | Osterweis Capital Management, LLC |
| 2 | Stock Portfolio diff. adviser | 39% | — | Boston Management and Research |
| 3 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 39% | — | — |
| 4 | Eaton Vance Enhanced Equity Income Fund | 38% | — | — |
| 5 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 36% | — | — |
| 6 | BARRETT GROWTH FUND · BGRWX diff. adviser | 36% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 35% | 0.17% | SSGA Funds Management, Inc. |
| 8 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 35% | 0.28% | Allspring Funds Management, LLC |
| 9 | Brendan Wood TopGun ETF · BWTG cheaper diff. adviser | 34% | 0.95% | Tuttle Capital Management, LLC |
| 10 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 34% | 0.61% | Parnassus Investments, LLC |
| 11 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 34% | 0.00% | Allspring Funds Management, LLC |
| 12 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 34% | 0.58% | Parnassus Investments, LLC |
| 13 | Eaton Vance Enhanced Equity Income Fund II | 34% | — | — |
| 14 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 33% | 0.35% | Allspring Funds Management, LLC |
| 15 | Guardian Strategic Large Cap Core VIP Fund cheaper diff. adviser | 33% | 0.92% | Park Avenue Institutional Advisers LLC |
| 16 | Neuberger Berman Multi-Cap Opportunities Fund · NMUAX, NMUCX, NMULX, NMUEX cheaper diff. adviser | 33% | 0.13% | Neuberger Berman Investment Advisers LLC |
| 17 | AB US Low Volatility Equity ETF · LOWV cheaper diff. adviser | 33% | 0.39% | AllianceBernstein L.P. |
| 18 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper diff. adviser | 32% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 32% | 0.70% | Nicholas Company, Inc. |
| 20 | Old Westbury All Cap Core Fund · OWACX cheaper diff. adviser | 32% | 0.95% | Bessemer Investment Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.