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 | Goldman Sachs U.S. Equity ESG Fund · GAGVX, GCGVX, GINGX, GRGVX, GIRGX, GDEUX, GALPX cheaper | 37% | 0.67% | — |
| 2 | Madison Sustainable Equity Fund · MFSIX, MFSYX diff. adviser | 34% | 0.81% | Madison Asset Management, LLC |
| 3 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX | 33% | 0.76% | — |
| 4 | Calvert US Select Equity ETF · CVSE cheaper | 33% | 0.29% | — |
| 5 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper diff. adviser | 32% | 0.55% | Transamerica Asset Management, Inc. |
| 6 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX diff. adviser | 30% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 7 | FIIG US LARGE CAP EQUITY · ILESX cheaper diff. adviser | 30% | 0.47% | Fisher Asset Management LLC |
| 8 | AB Sustainable US Thematic Portfolio · FFTYX, SUTAX, SUTZX, SUTCX cheaper diff. adviser | 30% | 0.67% | AllianceBernstein L.P. |
| 9 | Pioneer Fundamental Growth Fund cheaper | 30% | 0.66% | — |
| 10 | Lazard Global Equity Select Portfolio · GESIX, GESOX, RLGEX | 29% | 0.85% | Lazard Asset Management LLC |
| 11 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 29% | 0.64% | Mar Vista Investment Partners |
| 12 | Global X S&P 500 ESG Covered Call ETF cheaper diff. adviser | 29% | 0.60% | Global X Management Company LLC |
| 13 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 29% | 0.00% | — |
| 14 | ALTA QUALITY GROWTH FUND · AQLGX | 29% | 0.79% | — |
| 15 | American Century Low Volatility ETF cheaper | 28% | 0.29% | — |
| 16 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 28% | 0.59% | — |
| 17 | SA T. Rowe Price Growth Stock Portfolio diff. adviser | 28% | 0.87% | SunAmerica Asset Management, LLC |
| 18 | Nuveen S&P 500 Buy-Write Income Fund | 28% | — | — |
| 19 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX diff. adviser | 28% | 1.10% | Calamos Advisors LLC |
| 20 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 27% | 0.15% | J.P. Morgan Investment Management, Inc. |
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