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 | Amana Growth Fund · AMAGX, AMIGX cheaper | 43% | 0.61% | SATURNA CAPITAL CORPORATION |
| 2 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 33% | 0.63% | Parnassus Investments, LLC |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 32% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | American Century Large Cap Equity ETF · ACLC cheaper | 32% | 0.39% | — |
| 5 | Saturna Growth Fund · SSGFX, SGZFX | 32% | 0.75% | SATURNA CAPITAL CORPORATION |
| 6 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX diff. adviser | 32% | 0.75% | John Hancock Investment Management LLC |
| 7 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 32% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 8 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 32% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 9 | ALTA QUALITY GROWTH FUND · AQLGX | 31% | 0.79% | — |
| 10 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX diff. adviser | 31% | 0.95% | Morgan Stanley Investment Management Inc. |
| 11 | Nomura VIP Core Equity Series diff. adviser | 31% | 0.95% | Macquarie Investment Management Business Trust |
| 12 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 31% | 0.67% | Macquarie Investment Management Business Trust |
| 13 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 31% | 0.00% | American Century Investment Management, Inc. |
| 14 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 31% | 0.61% | Parnassus Investments, LLC |
| 15 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 30% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 16 | MML Sustainable Equity Fund cheaper diff. adviser | 30% | 0.57% | MML Investment Advisers, LLC |
| 17 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 30% | 0.66% | New York Life Investment Management LLC |
| 18 | T. Rowe Price Technology ETF · TTEQ cheaper diff. adviser | 30% | 0.63% | T. Rowe Price Associates, Inc. |
| 19 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 30% | 0.71% | Victory Capital Management Inc. |
| 20 | Suncoast Select Growth ETF · SEMG cheaper | 30% | 0.60% | — |
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