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 | EQ/Invesco Global Portfolio cheaper diff. adviser | 41% | 0.85% | Equitable Investment Management Group, LLC |
| 2 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 41% | 0.93% | MML Investment Advisers, LLC |
| 3 | JNL/Invesco Global Growth Fund cheaper diff. adviser | 41% | 0.67% | Jackson National Asset Management, LLC |
| 4 | MML Global Fund cheaper diff. adviser | 41% | 0.81% | MML Investment Advisers, LLC |
| 5 | Invesco Global Equity Portfolio cheaper diff. adviser | 41% | 0.58% | Brighthouse Investment Advisers, LLC |
| 6 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 39% | 0.76% | Templeton Global Advisors Limited |
| 7 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 38% | 0.64% | PGIM INVESTMENTS LLC |
| 8 | Putnam Focused Equity Fund cheaper diff. adviser | 37% | 0.71% | Putnam Investment Management, LLC |
| 9 | Congress Large Cap Growth Fund · CAMLX, CMLIX cheaper diff. adviser | 37% | 0.66% | Congress Asset Management Company |
| 10 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 37% | 0.65% | UBS Asset Management (Americas) LLC |
| 11 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 37% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 12 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 37% | 0.63% | Putnam Investment Management, LLC |
| 13 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 37% | 0.55% | Putnam Investment Management, LLC |
| 14 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 36% | 0.59% | Putnam Investment Management, LLC |
| 15 | Penn Series Large Growth Stock Fund diff. adviser | 36% | 0.93% | Penn Mutual Asset Management, LLC |
| 16 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 36% | 0.49% | Putnam Investment Management, LLC |
| 17 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 36% | 0.53% | Jackson National Asset Management, LLC |
| 18 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 36% | 0.56% | Brighthouse Investment Advisers, LLC |
| 19 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper diff. adviser | 36% | 0.00% | Teachers Advisors, LLC |
| 20 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 36% | 0.00% | T. Rowe Price Associates, Inc. |
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