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 | Domestic Equity Portfolio cheaper diff. adviser | 89% | 0.50% | Mason Street Advisors, LLC |
| 2 | Value Portfolio diff. adviser | 89% | 0.66% | Pacific Life Fund Advisors LLC |
| 3 | Putnam VT Large Cap Value Fund | 88% | 0.55% | Putnam Investment Management, LLC |
| 4 | Putnam Focused Large Cap Value ETF | 68% | 0.55% | Putnam Investment Management, LLC |
| 5 | Empower Large Cap Value Fund · MXEQX, MXVHX, MXHAX diff. adviser | 55% | 0.61% | Empower Capital Management, LLC |
| 6 | AST Large-Cap Value Portfolio diff. adviser | 46% | 0.79% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 7 | Putnam Focused Equity Fund | 39% | 0.71% | Putnam Investment Management, LLC |
| 8 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper | 38% | 0.49% | Putnam Investment Management, LLC |
| 9 | Guardian Diversified Research VIP Fund diff. adviser | 38% | 0.95% | Park Avenue Institutional Advisers LLC |
| 10 | Putnam VT Research Fund | 38% | 0.70% | Putnam Investment Management, LLC |
| 11 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX diff. adviser | 35% | 0.61% | Voya Investments, LLC |
| 12 | Invesco Growth and Income Fund · ACGIX, ACGKX, ACGMX, ACGQX, ACGLX, GIFFX cheaper diff. adviser | 35% | 0.42% | Invesco Advisers, Inc. |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 34% | 0.43% | Voya Investments, LLC |
| 15 | Invesco V.I. Growth and Income Fund diff. adviser | 33% | 0.75% | Invesco Advisers, Inc. |
| 16 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX diff. adviser | 33% | 0.71% | Fidelity Management & Research Company LLC |
| 17 | Nuveen Life Large Cap Value Fund · TLLVX diff. adviser | 33% | 0.52% | Teachers Advisors, LLC |
| 18 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper diff. adviser | 33% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX diff. adviser | 32% | 0.75% | Venerable Investment Advisers, LLC |
| 20 | Transamerica Large Value Active ETF | 32% | — | — |
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