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 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX cheaper diff. adviser | 48% | 0.75% | John Hancock Investment Management LLC |
| 2 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 41% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 3 | American Century Large Cap Equity ETF · ACLC cheaper | 37% | 0.39% | — |
| 4 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 36% | 0.00% | American Century Investment Management, Inc. |
| 5 | Green Century Balanced Fund · GCBLX, GCBUX cheaper diff. adviser | 35% | 0.95% | GREEN CENTURY CAPITAL MANAGEMENT, INC. |
| 6 | Calamos Antetokounmpo Global Sustainable Equities ETF cheaper diff. adviser | 35% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 7 | MML Sustainable Equity Fund cheaper diff. adviser | 34% | 0.57% | MML Investment Advisers, LLC |
| 8 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 34% | 0.66% | New York Life Investment Management LLC |
| 9 | Domini Impact Equity Fund · DSEFX, DSFRX, DIEQX cheaper diff. adviser | 34% | 0.74% | Domini Impact Investments LLC |
| 10 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX cheaper diff. adviser | 34% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 33% | 0.14% | — |
| 12 | American Century Large Cap Growth ETF · ACGR cheaper | 32% | 0.39% | — |
| 13 | Nelson Select ETF | 32% | — | — |
| 14 | Aristotle Core Equity Fund · ARILX, AILLX, ARALX cheaper diff. adviser | 32% | 0.65% | Aristotle Investment Services, LLC |
| 15 | LVIP Nomura Social Awareness Fund cheaper diff. adviser | 31% | 0.43% | Lincoln Financial Investments Corporation |
| 16 | iShares ESG Optimized MSCI USA ETF · SUSA cheaper diff. adviser | 31% | 0.25% | BlackRock Fund Advisors |
| 17 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper diff. adviser | 31% | 0.35% | Harbor Capital Advisors, Inc. |
| 18 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 31% | 0.65% | UBS Asset Management (Americas) LLC |
| 19 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 31% | 0.45% | Principal Global Investors, LLC |
| 20 | Principal Capital Appreciation Account cheaper diff. adviser | 31% | 0.63% | Principal Global Investors, LLC |
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