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 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 34% | 0.44% | PGIM INVESTMENTS LLC |
| 2 | MML Fundamental Equity Fund diff. adviser | 34% | 0.80% | MML Investment Advisers, LLC |
| 3 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX diff. adviser | 34% | 0.71% | Victory Capital Management Inc. |
| 4 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX diff. adviser | 34% | 0.77% | Nationwide Fund Advisors |
| 5 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 34% | 0.43% | Thrivent Financial for Lutherans |
| 6 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 34% | 1.05% | Fidelity Management & Research Company LLC |
| 7 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 34% | 0.74% | Thrivent Asset Management, LLC |
| 8 | Sapient Quality Select ETF | 34% | 0.80% | — |
| 9 | Penn Series Large Growth Stock Fund diff. adviser | 33% | 0.93% | Penn Mutual Asset Management, LLC |
| 10 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 33% | 0.56% | Brighthouse Investment Advisers, LLC |
| 11 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 33% | — | Lazard Asset Management LLC |
| 12 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 33% | 0.53% | Jackson National Asset Management, LLC |
| 13 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 33% | 0.13% | SSGA Funds Management, Inc. |
| 14 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 33% | 0.25% | SSGA Funds Management, Inc. |
| 16 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper diff. adviser | 33% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 33% | 0.90% | Calamos Advisors LLC |
| 18 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 33% | 0.85% | SSGA Funds Management, Inc. |
| 19 | NAA LARGE GROWTH SERIES diff. adviser | 33% | 1.04% | New Age Alpha Advisors, LLC |
| 20 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX diff. adviser | 33% | 0.59% | Harbor Capital Advisors, Inc. |
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