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 | Saturna Sustainable Equity Fund · SEEFX | 28% | 0.75% | SATURNA CAPITAL CORPORATION |
| 2 | American Century Large Cap Equity ETF · ACLC cheaper | 28% | 0.39% | — |
| 3 | Principal Capital Appreciation Account cheaper diff. adviser | 28% | 0.63% | Principal Global Investors, LLC |
| 4 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
| 5 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 27% | 0.45% | Principal Global Investors, LLC |
| 6 | Amana Growth Fund · AMAGX, AMIGX cheaper | 26% | 0.61% | SATURNA CAPITAL CORPORATION |
| 7 | Saturna Growth Fund · SSGFX, SGZFX | 26% | 0.75% | SATURNA CAPITAL CORPORATION |
| 8 | Invesco Rising Dividends Fund cheaper diff. adviser | 25% | 0.64% | Invesco Advisers, Inc. |
| 9 | Invesco V.I. Core Equity Fund diff. adviser | 25% | 0.80% | Invesco Advisers, Inc. |
| 10 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 25% | 0.71% | Victory Capital Management Inc. |
| 11 | MML Sustainable Equity Fund cheaper diff. adviser | 25% | 0.57% | MML Investment Advisers, LLC |
| 12 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 24% | 0.66% | New York Life Investment Management LLC |
| 13 | CONNORS HEDGED EQUITY FUND diff. adviser | 24% | 1.10% | Connors Investor Services, Inc. |
| 14 | JAMES AGGRESSIVE ALLOCATION FUND · JAVAX diff. adviser | 24% | 1.02% | James Investment Research, Inc. |
| 15 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 24% | 0.70% | HORIZON INVESTMENTS LLC. |
| 16 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 24% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 17 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 24% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 18 | Horizon Managed Risk ETF · SFTY diff. adviser | 24% | 0.77% | HORIZON INVESTMENTS LLC. |
| 19 | Nomura VIP Core Equity Series diff. adviser | 24% | 0.95% | Macquarie Investment Management Business Trust |
| 20 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 24% | 0.67% | Macquarie Investment Management Business Trust |
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