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 | THRIVENT PARTNER GROWTH STOCK PORTFOLIO | 50% | — | — |
| 2 | BNY Mellon Large Cap Growth Fund | 48% | — | — |
| 3 | Westfield Capital Large Cap Growth Fund | 47% | — | — |
| 4 | Transamerica Jennison Growth VP | 46% | — | — |
| 5 | All Cap Growth Fund | 45% | — | — |
| 6 | JNL/Mellon Nasdaq 100 Index Fund | 42% | — | — |
| 7 | JNL/Mellon S&P 1500 Growth Index Fund | 39% | — | — |
| 8 | Master Large Cap Focus Growth Portfolio | 37% | — | — |
| 9 | HARTFORD GLOBAL GROWTH HLS FUND | 36% | — | — |
| 10 | Pacific Funds Large-Cap | 35% | — | — |
| 11 | Direxion MSCI Cyclicals Over Defensives ETF | 35% | — | — |
| 12 | MERITAGE GROWTH EQUITY FUND | 34% | — | — |
| 13 | Invesco Russell 1000 Quality Factor ETF | 33% | — | — |
| 14 | Franklin Select U.S. Equity Fund | 33% | — | — |
| 15 | AllianzGI Best Styles U.S. Equity Fund | 32% | — | — |
| 16 | Columbia Select Global Growth Fund | 32% | — | — |
| 17 | Monteagle Quality Growth Fund | 31% | — | — |
| 18 | JNL/Mellon Information Technology Sector Fund | 31% | — | — |
| 19 | Strategic Call Overwriting Fund | 31% | — | — |
| 20 | HARTFORD GROWTH OPPORTUNITIES HLS FUND | 28% | — | — |
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