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 | Wellington Shields All-Cap Fund · WSACX diff. adviser | 27% | 1.32% | CAPITAL MANAGEMENT ASSOCIATES INC |
| 2 | Nicholas Global Equity and Income ETF · GIAX cheaper | 26% | 1.03% | Tidal Investments LLC |
| 3 | Invesco Technology Fund · ITYAX, ITHCX, FTCHX, FTPIX, ITYYX, ITYRX cheaper diff. adviser | 24% | 0.67% | Invesco Advisers, Inc. |
| 4 | One Rock Fund diff. adviser | 24% | 1.50% | Wrona Investment Management, LLC |
| 5 | MML Global Fund cheaper diff. adviser | 24% | 0.81% | MML Investment Advisers, LLC |
| 6 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX cheaper diff. adviser | 24% | 0.93% | MML Investment Advisers, LLC |
| 7 | EQ/Invesco Global Portfolio cheaper diff. adviser | 24% | 0.85% | Equitable Investment Management Group, LLC |
| 8 | JNL/Invesco Global Growth Fund cheaper diff. adviser | 24% | 0.67% | Jackson National Asset Management, LLC |
| 9 | Invesco V.I. Global Fund cheaper diff. adviser | 24% | 0.81% | Invesco Advisers, Inc. |
| 10 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 24% | 0.58% | Lord, Abbett & Co. LLC |
| 11 | Invesco Global Equity Portfolio cheaper diff. adviser | 24% | 0.58% | Brighthouse Investment Advisers, LLC |
| 12 | Invesco V.I. Technology Fund cheaper diff. adviser | 24% | 0.97% | Invesco Advisers, Inc. |
| 13 | Columbia Global Technology Growth Fund · CTCAX, CTHCX, CMTFX, CTHRX, CGTUX, CGTDX cheaper | 23% | 0.81% | — |
| 14 | Invesco Global Fund cheaper diff. adviser | 23% | 0.70% | Invesco Advisers, Inc. |
| 15 | Columbia Select Technology ETF · SEMI cheaper diff. adviser | 23% | 0.75% | Columbia Management Investment Advisers, LLC |
| 16 | DWS Science and Technology Fund · KTCIX, KTCAX, KTCCX, KTCSX cheaper diff. adviser | 22% | 0.68% | DWS Investment Management Americas, Inc. |
| 17 | NVIT J.P. Morgan Digital Evolution Strategy Fund cheaper diff. adviser | 22% | 0.56% | Nationwide Fund Advisors |
| 18 | Lord Abbett Focused Growth Fund · LFGCX, LFGFX, LFGOX, LFGIX, LFGAX, LFGQX, LFGSX, LFGTX, LFGVX cheaper diff. adviser | 22% | 0.73% | Lord, Abbett & Co. LLC |
| 19 | BlackRock Capital Appreciation Portfolio cheaper diff. adviser | 22% | 0.56% | Brighthouse Investment Advisers, LLC |
| 20 | Smart Trend 25 ETF · STRN cheaper | 22% | 0.59% | Tidal Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.