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 | Old Westbury Total Equity Fund · OWTEX | 54% | 0.99% | Bessemer Investment Management LLC |
| 2 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 45% | 0.79% | Aptus Capital Advisors, LLC |
| 3 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 45% | 0.79% | Aptus Capital Advisors, LLC |
| 4 | Putnam VT Large Cap Growth Fund cheaper diff. adviser | 44% | 0.64% | Putnam Investment Management, LLC |
| 5 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 44% | 0.55% | Nationwide Fund Advisors |
| 6 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 44% | 0.65% | Natixis Advisors, LLC |
| 7 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 44% | — | — |
| 8 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 44% | 0.60% | Putnam Investment Management, LLC |
| 9 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 44% | 1.00% | Brinker Capital Investments, LLC |
| 10 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 44% | 1.07% | Lincoln Financial Investments Corporation |
| 11 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper diff. adviser | 43% | 0.67% | Columbia Management Investment Advisers, LLC |
| 12 | DWS Core Equity VIP cheaper diff. adviser | 43% | 0.58% | DWS Investment Management Americas, Inc. |
| 13 | DWS Core Equity Fund · SUWAX, SUWCX, SCDGX, SUWIX, SUWZX cheaper diff. adviser | 43% | 0.49% | DWS Investment Management Americas, Inc. |
| 14 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 43% | 0.17% | SSGA Funds Management, Inc. |
| 15 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 43% | 0.39% | AllianceBernstein L.P. |
| 16 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 43% | 1.10% | Calamos Advisors LLC |
| 17 | Cornerstone Strategic Investment Fund, Inc. | 43% | — | — |
| 18 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX cheaper diff. adviser | 43% | 0.68% | T. Rowe Price Associates, Inc. |
| 19 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper diff. adviser | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 43% | 1.00% | Sit Investment Associates, Inc. |
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