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 | Templeton Growth VIP Fund diff. adviser | 37% | 0.87% | Templeton Global Advisors Limited |
| 2 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX diff. adviser | 36% | 0.76% | Templeton Global Advisors Limited |
| 3 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX diff. adviser | 34% | 0.73% | Templeton Global Advisors Limited |
| 4 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 34% | 0.75% | PGIM INVESTMENTS LLC |
| 5 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 33% | 0.90% | Calamos Advisors LLC |
| 6 | Sapient Quality Select ETF | 33% | 0.80% | — |
| 7 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 33% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 33% | 0.57% | Harbor Capital Advisors, Inc. |
| 9 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 33% | 0.63% | Putnam Investment Management, LLC |
| 10 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 33% | 0.55% | Putnam Investment Management, LLC |
| 11 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 33% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Large Cap Core Portfolio I diff. adviser | 32% | — | UBS Trust Company of Puerto Rico |
| 13 | Invesco V.I. American Franchise Fund diff. adviser | 32% | 0.85% | Invesco Advisers, Inc. |
| 14 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 32% | 0.60% | PGIM INVESTMENTS LLC |
| 15 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 32% | 0.57% | — |
| 16 | Natixis Vaughan Nelson Select ETF · VNSE diff. adviser | 32% | 0.80% | Natixis Advisors, LLC |
| 17 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 18 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX diff. adviser | 32% | 0.95% | Morgan Stanley Investment Management Inc. |
| 19 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 32% | 0.44% | PGIM INVESTMENTS LLC |
| 20 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 32% | 0.67% | PGIM INVESTMENTS LLC |
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