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 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 34% | 0.67% | — |
| 2 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 29% | 0.00% | — |
| 3 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 29% | 0.55% | Transamerica Asset Management, Inc. |
| 4 | FIIG US LARGE CAP EQUITY · ILESX cheaper diff. adviser | 28% | 0.47% | Fisher Asset Management LLC |
| 5 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 28% | 0.87% | SunAmerica Asset Management, LLC |
| 6 | Capital Appreciation Fund · JHCPX, JICPX | 28% | 0.74% | — |
| 7 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX diff. adviser | 28% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 8 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 28% | 0.59% | Fidelity Management & Research Company LLC |
| 9 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX diff. adviser | 28% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 10 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 27% | 1.10% | Calamos Advisors LLC |
| 11 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper diff. adviser | 27% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 12 | Milliman - Capital Group Hedged U.S. Growth Fund diff. adviser | 27% | 1.09% | Milliman Financial Risk Management LLC |
| 13 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 27% | 0.71% | Voya Investments, LLC |
| 14 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 26% | 0.59% | — |
| 15 | Azoria 500 Meritocracy ETF · SPXM cheaper | 26% | 0.47% | — |
| 16 | Nuveen S&P 500 Buy-Write Income Fund | 26% | — | — |
| 17 | BlackRock GA Dynamic Equity Fund cheaper diff. adviser | 26% | 0.47% | BlackRock Advisors, LLC |
| 18 | Victory 500 Index VIP Series cheaper diff. adviser | 26% | 0.28% | Victory Capital Management Inc. |
| 19 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 25% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 20 | Pioneer Fundamental Growth Fund cheaper | 25% | 0.66% | — |
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