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 | Monopoly ETF cheaper | 31% | 0.79% | — |
| 2 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 30% | 1.00% | Sit Investment Associates, Inc. |
| 3 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 29% | 0.65% | Nuveen Fund Advisors, LLC |
| 4 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 28% | 0.54% | — |
| 5 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 28% | 0.52% | Teachers Advisors, LLC |
| 6 | Matrix Advisors Value ETF · MAVF cheaper diff. adviser | 27% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 27% | 0.28% | Allspring Funds Management, LLC |
| 8 | Eaton Vance Enhanced Equity Income Fund II | 27% | — | — |
| 9 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 27% | 0.00% | Teachers Advisors, LLC |
| 10 | Eaton Vance Focused Growth Opportunities Fund · EAFGX, ECFGX, EIFGX cheaper diff. adviser | 27% | 0.80% | Eaton Vance Management |
| 11 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 27% | 0.46% | New York Life Investment Management LLC |
| 12 | Appreciation Portfolio cheaper diff. adviser | 26% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 13 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 26% | 0.72% | — |
| 14 | Janus Henderson Research Portfolio · JAGRX cheaper diff. adviser | 26% | 0.67% | Janus Henderson Investors US LLC |
| 15 | BBH Select Large Cap ETF cheaper | 26% | 0.71% | — |
| 16 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 26% | 0.60% | Putnam Investment Management, LLC |
| 17 | GROWTH PORTFOLIO cheaper diff. adviser | 26% | 0.34% | Wellington Management Company LLP |
| 18 | First Trust Enhanced Equity Income Fund | 26% | — | — |
| 19 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 26% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 20 | BARRETT GROWTH FUND · BGRWX | 26% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
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