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 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX | 56% | 0.75% | Crossmark Global Investments, Inc. |
| 2 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX | 55% | 0.75% | Crossmark Global Investments, Inc. |
| 3 | Steward Equity Market Neutral Fund · SMNCX, SMNRX, SMNIX, SMNAX | 54% | 2.13% | Crossmark Global Investments, Inc. |
| 4 | Harbor PanAgora Dynamic Large Cap Core ETF · INFO cheaper diff. adviser | 46% | 0.35% | Harbor Capital Advisors, Inc. |
| 5 | Large Cap Core Fund · NOLCX cheaper diff. adviser | 46% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Crossmark Large Cap Growth ETF cheaper | 45% | 0.50% | Crossmark Global Investments, Inc. |
| 7 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 45% | 0.35% | PGIM INVESTMENTS LLC |
| 8 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX cheaper diff. adviser | 44% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | MFS Blended Research Core Equity Fund · MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX cheaper diff. adviser | 44% | 0.30% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS Blended Research Core Equity Portfolio cheaper diff. adviser | 44% | 0.29% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 44% | 0.55% | Transamerica Asset Management, Inc. |
| 12 | SA Franklin Systematic U.S. Large Cap Core Portfolio cheaper diff. adviser | 43% | 0.56% | SunAmerica Asset Management, LLC |
| 13 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX cheaper diff. adviser | 43% | 0.74% | Columbia Management Investment Advisers, LLC |
| 14 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 43% | 0.01% | American Century Investment Management, Inc. |
| 15 | U.S. Quality ESG Fund cheaper diff. adviser | 43% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 43% | 0.57% | BlackRock Fund Advisors |
| 17 | Franklin U.S. Core Equity (IU) Fund · FCEUX cheaper diff. adviser | 43% | 0.00% | Franklin Advisers, Inc. |
| 18 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 43% | 0.50% | Tidal Investments LLC |
| 19 | BlackRock Sustainable Aware Advantage Large Cap Core Fund cheaper diff. adviser | 43% | 0.43% | BlackRock Advisors, LLC |
| 20 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX cheaper diff. adviser | 43% | 0.63% | Columbia Management Investment Advisers, LLC |
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