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 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX diff. adviser | 40% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Columbia Variable Portfolio - Large Cap Growth Fund diff. adviser | 40% | 0.72% | Columbia Management Investment Advisers, LLC |
| 3 | MML Sustainable Equity Fund cheaper diff. adviser | 40% | 0.57% | MML Investment Advisers, LLC |
| 4 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 40% | 0.66% | New York Life Investment Management LLC |
| 5 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 40% | 0.13% | SSGA Funds Management, Inc. |
| 6 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 40% | 0.85% | SSGA Funds Management, Inc. |
| 7 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 39% | 0.25% | SSGA Funds Management, Inc. |
| 8 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 39% | 0.38% | SSGA Funds Management, Inc. |
| 9 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 39% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 10 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 39% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 11 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 39% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 39% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 13 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 39% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 39% | 0.59% | Putnam Investment Management, LLC |
| 15 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 39% | 0.65% | Columbia Management Investment Advisers, LLC |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 17 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX diff. adviser | 39% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 39% | 0.78% | Kornitzer Capital Management, Inc. |
| 19 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 38% | 0.63% | Putnam Investment Management, LLC |
| 20 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 38% | 0.55% | Putnam Investment Management, LLC |
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