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 | SBH ALL CAP FUND · SBRAX, SBHAX | 61% | 0.84% | SEGALL BRYANT AND HAMILL LLC |
| 2 | SEGALL BRYANT & HAMILL SELECT EQUITY ETF · USSE cheaper | 46% | 0.65% | SEGALL BRYANT AND HAMILL LLC |
| 3 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 33% | 0.70% | Nicholas Company, Inc. |
| 4 | Victory Aggressive Growth Fund · USAUX, UIAGX cheaper diff. adviser | 31% | 0.64% | Victory Capital Management Inc. |
| 5 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX cheaper diff. adviser | 30% | 0.59% | Fidelity Management & Research Company LLC |
| 6 | Stock Portfolio diff. adviser | 30% | — | Boston Management and Research |
| 7 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 30% | — | — |
| 8 | Cornerstone Total Return Fund, Inc. | 30% | — | — |
| 9 | Eaton Vance Enhanced Equity Income Fund | 30% | — | — |
| 10 | Cornerstone Strategic Investment Fund, Inc. | 29% | — | — |
| 11 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 29% | 0.52% | Teachers Advisors, LLC |
| 12 | HVIA EQUITY FUND · HVEIX, HVENX diff. adviser | 29% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 13 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 29% | 0.45% | Principal Global Investors, LLC |
| 14 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 29% | 0.29% | Principal Global Investors, LLC |
| 15 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 29% | 1.91% | — |
| 16 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 29% | 0.77% | TCW Investment Management Company LLC |
| 17 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 29% | 0.00% | Allspring Funds Management, LLC |
| 18 | Congress Large Cap Growth Fund · CAMLX, CMLIX cheaper diff. adviser | 28% | 0.66% | Congress Asset Management Company |
| 19 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 28% | 0.00% | Teachers Advisors, LLC |
| 20 | Janus Henderson Global Research Portfolio · JAWGX cheaper diff. adviser | 28% | 0.72% | Janus Henderson Investors US LLC |
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