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 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper | 83% | 0.72% | Natixis Advisors, LLC |
| 2 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 41% | 0.20% | BlackRock Fund Advisors |
| 3 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper diff. adviser | 41% | 0.61% | Fidelity Management & Research Company LLC |
| 4 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 40% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Putnam Focused Equity Fund cheaper diff. adviser | 39% | 0.71% | Putnam Investment Management, LLC |
| 6 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 39% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 39% | 1.05% | Fidelity Management & Research Company LLC |
| 8 | Marsico Focus Fund · MFOCX, MIFOX diff. adviser | 39% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 9 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 37% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 37% | 0.17% | SSGA Funds Management, Inc. |
| 11 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 37% | 0.65% | UBS Asset Management (Americas) LLC |
| 12 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 37% | 0.12% | Principal Global Investors, LLC |
| 13 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 37% | 0.63% | Parnassus Investments, LLC |
| 14 | Large Cap Core Portfolio I diff. adviser | 37% | — | UBS Trust Company of Puerto Rico |
| 15 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 37% | 0.99% | Advisors Preferred, LLC |
| 16 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 37% | 0.71% | Victory Capital Management Inc. |
| 17 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 36% | 0.71% | Bridges Investment Management Inc |
| 18 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 36% | 0.45% | Principal Global Investors, LLC |
| 19 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 36% | 0.13% | SSGA Funds Management, Inc. |
| 20 | Fidelity Equity Growth K6 Fund · FEGKX cheaper diff. adviser | 36% | 0.45% | Fidelity Management & Research Company LLC |
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