Evidence map · Registry updated July 29, 2026

Which funds charge the most to closely match an index you could own for far less?

Below the closet-index line, funds closely match their best-fit comparison index. Compare each fund’s with its to see which charge the most against index alternatives you could own for far less. The named regions describe cost and difference; they do not predict performance or skill.

Computed answer: among 104 non-control funds below the 60% line, the highest filed fee is 1.86%, charged by The Hartford Capital Appreciation Fund. The lowest-cost index control on this map charges 0.03%$1,830 less per $100,000 each year.

Fees against portfolio difference

153 of 200 covered funds plotted; the rest are missing an input and listed in the table.

Map view

How different: () · Annual fee: · Boundary: · Diamond: · Mode:

How different each covered fund is from its index, against its annual fee153 fund points. How different means best-fit active share. Annual fee means net expense ratio as filed with the SEC; ongoing fund expenses, with sales loads not included. A vertical line separates hugging an index from being meaningfully different, and a horizontal line marks the 0.67% median annual fee. The regions describe those two values and do not rate skill.25%50%60%75%0.00%0.40%0.80%1.20%1.60%2.00%60% · The line between hugging an indexand being meaningfully different · MethodologyMedian annual fee · 0.67%Paying more · staying close to an indexPaying more · farther from the indexAt or below median annual fee · staying closeAt or below median annual fee · farther awayHow different from its index0% · same as the index100% · nothing in commonAnnual feeVanguard Total Stock Market IndexFundSensible Investor · sensible-investor.com/closet-index-mapPortfolios 2026-02-28–2026-06-30 · expenses 2025-01-31–2026-04-30
SEC filings · portfolio periods 2026-02-28–2026-06-30 · expense periods 2025-01-31–2026-04-30 · Registry updated 2026-07-29.
Data provenance

Run 363649da-fcfb-4007-87ef-de06de7710ca; source-mark method closet-index@2.0.0; visual rules si-visual-explainers@1.0.0. “How different” is published best-fit active share; best fit is the closest measured approved index control, not proof that a fund follows that index. Annual fee is the net expense ratio, as filed with the SEC; ongoing fund expenses — sales loads not included. Read the visual rules or inspect the open data record.

Vanguard Total Stock Market Index Fund · 0.0% · 0.03% · View fund record →

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Table alternative — all 200 covered funds, including unavailable inputs.
FundMap stateSource dates
Vanguard Total Stock Market Index FundVanguard Total Stock Market Index Fund · VITSX share classShown on map0.0%0.03%Portfolio 2026-03-31 · fee 2025-12-31
Vanguard 500 Index FundVanguard 500 Index Fund · VFFSX share classShown on map0.2%0.01%Portfolio 2026-03-31 · fee 2025-12-31
Vanguard Institutional Index FundVanguard Institutional Index Fund · VIIIX share classShown on map0.2%0.02%Portfolio 2026-03-31 · fee 2025-12-31
Dodge & Cox Stock FundDodge & Cox Stock Fund · DODGX share classShown on map82.4%0.51%Portfolio 2026-03-31 · fee 2025-12-31
JPMorgan Large Cap Growth FundJPMorgan Large Cap Growth Fund · JLGMX share classShown on map43.9%0.44%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard Primecap FundVanguard Primecap Fund · VPMAX share classShown on map66.6%0.27%Portfolio 2026-03-31 · fee 2025-09-30
Vanguard Windsor Ii FundVanguard Windsor Ii Fund · VWNAX share classShown on map69.7%0.24%Portfolio 2026-04-30 · fee 2025-10-31
Columbia Dividend Income FundColumbia Dividend Income Fund · CDDRX share classShown on map62.4%0.59%Portfolio 2026-02-28 · fee 2025-05-31
Vanguard Russell 1000 Growth Index FundVanguard Russell 1000 Growth Index Fund · VONG share classShown on map2.5%0.06%Portfolio 2026-02-28 · fee 2026-01-31
Vanguard U.S. Growth FundVanguard U.S. Growth Fund · VWUAX share classShown on map35.8%0.25%Portfolio 2026-02-28 · fee 2025-08-31
JPMorgan Equity Income FundJPMorgan Equity Income Fund · HLIEX share classShown on map65.9%0.70%Portfolio 2026-03-31 · fee 2025-06-30
JPMorgan U.S. Equity FundJPMorgan U.S. Equity Fund · JMUEX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Vanguard Institutional Total Stock Market Index FundVanguard Institutional Total Stock Market Index Fund · VITNX share classShown on map0.2%0.03%Portfolio 2026-03-31 · fee 2025-12-31
Bridge Builder Large Cap Growth FundBridge Builder Large Cap Growth Fund · BBGLX share classShown on map36.3%0.19%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard Tax-Managed Capital Appreciation FundVanguard Tax-Managed Capital Appreciation Fund · VTCIX share classShown on map8.5%0.03%Portfolio 2026-03-31 · fee 2025-12-31
Bridge Builder Large Cap Value FundBridge Builder Large Cap Value Fund · BBVLX share classShown on map52.8%0.23%Portfolio 2026-03-31 · fee 2025-06-30
Harbor Capital Appreciation FundHarbor Capital Appreciation Fund · HACAX share classShown on map37.2%0.67%Portfolio 2026-04-30 · fee 2025-10-31
Janus Henderson Research FundJanus Henderson Research Fund · JAMRX share classShown on map30.5%0.96%Portfolio 2026-03-31 · fee 2025-09-30
Vanguard Windsor FundVanguard Windsor Fund · VWNDX share classShown on map76.7%0.29%Portfolio 2026-04-30 · fee 2025-10-31
Parnassus Core Equity FundParnassus Core Equity Fund · PRBLX share classShown on map59.7%0.81%Portfolio 2026-06-30 · fee 2025-12-31
Ab Large Cap Growth Fund IncAb Large Cap Growth Fund Inc · ABPRX share classUnavailable — not-filed-yet46.8%UnavailablePortfolio 2026-04-30 · fee date unavailable
Disciplined Value Mid Cap FundDisciplined Value Mid Cap Fund · JVMAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
State Street Equity 500 Index II PortfolioState Street Equity 500 Index II Portfolio · SSEYX share classShown on map0.4%0.01%Portfolio 2026-03-31 · fee 2025-12-31
Janus Henderson Forty FundJanus Henderson Forty Fund · JACCX share classShown on map45.9%1.64%Portfolio 2026-03-31 · fee 2025-09-30
Janus Henderson Enterprise FundJanus Henderson Enterprise Fund · JAENX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
JPMorgan Growth Advantage FundJPMorgan Growth Advantage Fund · JGACX share classShown on map40.9%1.49%Portfolio 2026-03-31 · fee 2025-06-30
JPMorgan Hedged Equity FundJPMorgan Hedged Equity Fund · JHEQX share classShown on map35.1%0.57%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard Russell 1000 Value Index FundVanguard Russell 1000 Value Index Fund · VONV share classShown on map3.2%0.06%Portfolio 2026-02-28 · fee 2026-01-31
The Hartford Dividend And Growth FundThe Hartford Dividend And Growth Fund · HDGCX share classShown on map74.0%1.74%Portfolio 2026-04-30 · fee 2025-10-31
Disciplined Value FundDisciplined Value Fund · JDVFX share classShown on map79.5%0.85%Portfolio 2026-03-31 · fee 2025-03-31
Stock Index FundStock Index Fund · NOSIX share classShown on map0.6%0.05%Portfolio 2026-03-31 · fee 2025-03-31
Vanguard Growth And Income FundVanguard Growth And Income Fund · VGIAX share classShown on map36.7%0.28%Portfolio 2026-03-31 · fee 2025-09-30
Columbia Contrarian Core FundColumbia Contrarian Core Fund · CCCRX share classShown on map46.8%1.23%Portfolio 2026-02-28 · fee 2025-08-31
Loomis Sayles Growth FundLoomis Sayles Growth Fund · LGRCX share classShown on map60.4%1.65%Portfolio 2026-03-31 · fee 2025-09-30
Vanguard Russell 2000 Index FundVanguard Russell 2000 Index Fund · VRTIX share classShown on map5.3%0.05%Portfolio 2026-02-28 · fee 2026-01-31
JPMorgan Equity Index FundJPMorgan Equity Index Fund · HLEIX share classShown on map0.0%0.20%Portfolio 2026-03-31 · fee 2025-06-30
Tax-Managed U.S. Large Cap FundTax-Managed U.S. Large Cap Fund · RETSX share classShown on map30.4%0.90%Portfolio 2026-04-30 · fee 2025-10-31
500 Index Trust500 Index Trust · JAGKX share classShown on map0.1%0.50%Portfolio 2026-03-31 · fee 2025-12-31
Hartford Core Equity FundHartford Core Equity Fund · HAIAX share classShown on map48.7%0.70%Portfolio 2026-04-30 · fee 2025-10-31
JPMorgan Mid Cap Value FundJPMorgan Mid Cap Value Fund · FLMVX share classShown on map92.7%0.75%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard Russell 1000 Index FundVanguard Russell 1000 Index Fund · VONE share classShown on map2.5%0.06%Portfolio 2026-02-28 · fee 2026-01-31
ClearBridge Large Cap Growth FundClearBridge Large Cap Growth Fund · LCMMX share classShown on map46.6%0.68%Portfolio 2026-05-29 · fee 2025-11-30
JPMorgan U.S. Research Enhanced Equity FundJPMorgan U.S. Research Enhanced Equity Fund · JDEAX share classShown on map35.1%0.60%Portfolio 2026-03-31 · fee 2025-06-30
ClearBridge Appreciation FundClearBridge Appreciation Fund · LMESX share classShown on map50.4%0.55%Portfolio 2026-04-30 · fee 2025-10-31
Vanguard Tax-Managed Small-Cap FundVanguard Tax-Managed Small-Cap Fund · VTMSX share classShown on map4.3%0.05%Portfolio 2026-03-31 · fee 2025-12-31
Bridge Builder Small/Mid Cap Growth FundBridge Builder Small/Mid Cap Growth Fund · BBGSX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Empower S&P 500 Index FundEmpower S&P 500 Index Fund · MXKWX share classShown on map0.1%0.12%Portfolio 2026-03-31 · fee 2025-12-31
Bridge Builder Small/Mid Cap Value FundBridge Builder Small/Mid Cap Value Fund · BBVSX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
ClearBridge Dividend Strategy FundClearBridge Dividend Strategy Fund · LBRIX share classShown on map75.3%1.02%Portfolio 2026-03-31 · fee 2025-12-31
Undiscovered Managers Behavioral Value FundUndiscovered Managers Behavioral Value Fund · UBVAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
JPMorgan Active Growth ETFJPMorgan Active Growth ETF · JGRO share classShown on map37.7%0.44%Portfolio 2026-03-31 · fee 2025-06-30
PGIM Jennison Growth FundPGIM Jennison Growth Fund · PJFAX share classShown on map37.0%0.97%Portfolio 2026-03-31 · fee 2025-09-30
Stock Index FundStock Index Fund · VSTIX share classShown on map8.1%0.23%Portfolio 2026-05-31 · fee 2025-05-31
Nuveen Dividend Growth FundNuveen Dividend Growth Fund · NSBAX share classShown on map71.3%0.91%Portfolio 2026-04-30 · fee 2025-07-31
Columbia Cornerstone Growth FundColumbia Cornerstone Growth Fund · CGFYX share classShown on map33.1%0.65%Portfolio 2026-04-30 · fee 2025-07-31
Federated Hermes MDT Mid Cap Growth FundFederated Hermes MDT Mid Cap Growth Fund · FGSAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
JPMorgan U.S. Value FundJPMorgan U.S. Value Fund · JGAVX share classShown on map63.0%0.94%Portfolio 2026-03-31 · fee 2025-06-30
Fundamental Large Cap Core FundFundamental Large Cap Core Fund · JHLVX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
The Hartford Capital Appreciation FundThe Hartford Capital Appreciation Fund · HCACX share classShown on map45.4%1.86%Portfolio 2026-04-30 · fee 2025-10-31
Alger Focus Equity FundAlger Focus Equity Fund · ALAFX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
JPMorgan Active Value ETFJPMorgan Active Value ETF · JAVA share classShown on map57.7%0.44%Portfolio 2026-03-31 · fee 2025-06-30
BlackRock Mid-Cap Growth Equity PortfolioBlackRock Mid-Cap Growth Equity Portfolio · BMGAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-05-29 · fee date unavailable
Equity Index FundEquity Index Fund · GEQYX share classShown on map6.0%0.12%Portfolio 2026-03-31 · fee 2025-12-31
JPMorgan Mid Cap Equity FundJPMorgan Mid Cap Equity Fund · JCMAX share classShown on map89.8%1.09%Portfolio 2026-03-31 · fee 2025-06-30
Multi-Manager Value Strategies FundMulti-Manager Value Strategies Fund · CZMVX share classShown on map51.2%0.69%Portfolio 2026-02-28 · fee 2025-05-31
JPMorgan Equity Premium Income FundJPMorgan Equity Premium Income Fund · JEPAX share classShown on map64.3%0.84%Portfolio 2026-03-31 · fee 2025-06-30
JPMorgan Hedged Equity 2 FundJPMorgan Hedged Equity 2 Fund · JHDAX share classShown on map35.2%0.84%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard S&P Small-Cap 600 Index FundVanguard S&P Small-Cap 600 Index Fund · VIOO share classShown on map9.0%0.07%Portfolio 2026-02-28 · fee 2025-08-31
Vanguard Russell 3000 Index FundVanguard Russell 3000 Index Fund · VRTTX share classShown on map3.6%0.05%Portfolio 2026-02-28 · fee 2026-01-31
Parnassus Value Equity FundParnassus Value Equity Fund · PARWX share classShown on map73.3%0.88%Portfolio 2026-06-30 · fee 2025-12-31
Vanguard S&P Mid-Cap 400 Index FundVanguard S&P Mid-Cap 400 Index Fund · IVOO share classShown on map6.1%0.07%Portfolio 2026-02-28 · fee 2025-08-31
Federated Hermes MDT Large Cap Growth FundFederated Hermes MDT Large Cap Growth Fund · QALGX share classShown on map38.8%1.00%Portfolio 2026-04-30 · fee 2025-07-31
Columbia Disciplined Core FundColumbia Disciplined Core Fund · AQEAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
JPMorgan Large Cap Value FundJPMorgan Large Cap Value Fund · HLQVX share classShown on map73.6%0.69%Portfolio 2026-03-31 · fee 2025-06-30
The Hartford Equity Income FundThe Hartford Equity Income Fund · HQIAX share classShown on map84.8%0.97%Portfolio 2026-04-30 · fee 2025-10-31
Carillon Eagle Mid Cap Growth FundCarillon Eagle Mid Cap Growth Fund · HAGAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
BlackRock Advantage Small Cap Core FundBlackRock Advantage Small Cap Core Fund · BDSAX share classShown on map53.7%0.75%Portfolio 2026-05-29 · fee 2025-05-31
DWS Core Equity FundDWS Core Equity Fund · SCDGX share classShown on map47.6%0.55%Portfolio 2026-03-31 · fee 2026-01-31
Thrivent Large Cap Growth FundThrivent Large Cap Growth Fund · AAAGX share classShown on map38.9%0.99%Portfolio 2026-04-30 · fee 2025-10-31
Janus Henderson Contrarian FundJanus Henderson Contrarian Fund · JACNX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
ClearBridge Growth FundClearBridge Growth Fund · LMPFX share classShown on map89.2%1.13%Portfolio 2026-05-29 · fee 2025-08-31
ClearBridge Value FundClearBridge Value Fund · CBVBX share classShown on map81.9%0.68%Portfolio 2026-04-30 · fee 2025-10-31
Elfun TrustsElfun Trusts · ELFNX share classShown on map48.9%0.17%Portfolio 2026-03-31 · fee 2025-12-31
Goldman Sachs U.S. Tax-Managed Equity FundGoldman Sachs U.S. Tax-Managed Equity Fund · GCTAX share classShown on map50.4%1.01%Portfolio 2026-03-31 · fee 2025-12-31
JPMorgan Hedged Equity Laddered Overlay ETFJPMorgan Hedged Equity Laddered Overlay ETF · HELO share classShown on map35.5%0.50%Portfolio 2026-04-30 · fee 2025-10-31
Smead Value FundSmead Value Fund · SMVLX share classShown on map91.9%1.23%Portfolio 2026-05-29 · fee 2025-11-30
Carillon Scout Mid Cap FundCarillon Scout Mid Cap Fund · CSMEX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
State Street U.S. Core Equity FundState Street U.S. Core Equity Fund · SSAQX share classShown on map40.9%0.13%Portfolio 2026-03-31 · fee 2025-09-30
PGIM Jennison Utility FundPGIM Jennison Utility Fund · JDURX share classShown on map96.5%1.10%Portfolio 2026-05-29 · fee 2025-01-31
Morgan Stanley Pathway Large Cap Equity ETFMorgan Stanley Pathway Large Cap Equity ETF · MSLC share classShown on map18.3%0.39%Portfolio 2026-05-31 · fee 2025-08-31
Thrivent Large Cap Value FundThrivent Large Cap Value Fund · AAUTX share classShown on map72.9%0.83%Portfolio 2026-04-30 · fee 2025-10-31
Nuveen Dividend Value FundNuveen Dividend Value Fund · FAQIX share classShown on map78.6%0.70%Portfolio 2026-04-30 · fee 2025-10-31
Federated Hermes MDT All Cap Core FundFederated Hermes MDT All Cap Core Fund · QAACX share classShown on map51.5%1.05%Portfolio 2026-04-30 · fee 2025-07-31
Hartford Capital Appreciation Hls FundHartford Capital Appreciation Hls Fund · HCPCX share classShown on map47.3%1.18%Portfolio 2026-03-31 · fee 2025-12-31
Alger Capital Appreciation Institutional FundAlger Capital Appreciation Institutional Fund · ACARX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Touchstone Strategic Trust-Touchstone Large Cap Focused FundTouchstone Strategic Trust-Touchstone Large Cap Focused Fund · SCRLX share classShown on map56.9%0.70%Portfolio 2026-03-31 · fee 2025-06-30
JPMorgan U.S. Large Cap Core Plus FundJPMorgan U.S. Large Cap Core Plus Fund · JCPRX share classShown on map44.8%1.44%Portfolio 2026-03-31 · fee 2025-06-30
Goldman Sachs S&P 500 Premium Income ETFGoldman Sachs S&P 500 Premium Income ETF · GPIX share classShown on map7.1%0.29%Portfolio 2026-03-31 · fee 2025-12-31
ClearBridge Select FundClearBridge Select Fund · CBSCX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Hartford Dividend And Growth Hls FundHartford Dividend And Growth Hls Fund · HDGBX share classShown on map75.6%0.91%Portfolio 2026-03-31 · fee 2025-12-31
PGIM Jennison Small Company FundPGIM Jennison Small Company Fund · JSCRX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Voya Large Cap Growth PortfolioVoya Large Cap Growth Portfolio · IEOHX share classShown on map34.7%0.67%Portfolio 2026-03-31 · fee 2025-12-31
Columbia Select Large Cap Value FundColumbia Select Large Cap Value Fund · CSRYX share classShown on map82.8%0.48%Portfolio 2026-02-28 · fee 2025-05-31
Goldman Sachs Nasdaq-100 Premium Income ETFGoldman Sachs Nasdaq-100 Premium Income ETF · GPIQ share classShown on map41.3%0.29%Portfolio 2026-03-31 · fee 2025-12-31
Janus Henderson Venture FundJanus Henderson Venture Fund · JANVX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Bridge Builder Tax Managed Small/Mid Cap FundBridge Builder Tax Managed Small/Mid Cap Fund · BBTSX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Columbia Large Cap Index FundColumbia Large Cap Index Fund · CLPYX share classShown on map2.5%0.20%Portfolio 2026-02-28 · fee 2026-02-28
U.S. Strategic Equity FundU.S. Strategic Equity Fund · RESRX share classShown on map34.3%0.68%Portfolio 2026-04-30 · fee 2025-10-31
Wasatch Core Growth FundWasatch Core Growth Fund · WGROX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
AB Small Cap Growth PortfolioAB Small Cap Growth Portfolio · QUACX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Thrivent Small Cap Stock FundThrivent Small Cap Stock Fund · AASMX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Columbia Intrinsic Value FundColumbia Intrinsic Value Fund · ADECX share classShown on map69.9%1.72%Portfolio 2026-02-28 · fee 2025-05-31
Transamerica US GrowthTransamerica US Growth · TADAX share classShown on map35.4%1.00%Portfolio 2026-04-30 · fee 2025-10-31
JPMorgan Small Cap Equity FundJPMorgan Small Cap Equity Fund · JSECX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Nuveen Growth Opportunities ETFNuveen Growth Opportunities ETF · NUGO share classShown on map35.9%0.50%Portfolio 2026-04-30 · fee 2026-04-30
U.S. Growth FundU.S. Growth Fund · JHSGX share classShown on map36.6%0.85%Portfolio 2026-03-31 · fee 2025-03-31
Hartford Disciplined Equity Hls FundHartford Disciplined Equity Hls Fund · HBGIX share classShown on map48.2%0.85%Portfolio 2026-03-31 · fee 2025-12-31
Ab Discovery Growth Fund, Inc.Ab Discovery Growth Fund, Inc. · CHCCX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Alger Capital Appreciation FundAlger Capital Appreciation Fund · ACAAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Mid Cap Index FundMid Cap Index Fund · VMIDX share classShown on map7.6%0.35%Portfolio 2026-05-31 · fee 2025-05-31
Voya U.S. Stock Index PortfolioVoya U.S. Stock Index Portfolio · INGIX share classShown on map0.0%0.27%Portfolio 2026-03-31 · fee 2025-12-31
JPMorgan Hedged Equity 3 FundJPMorgan Hedged Equity 3 Fund · JHQTX share classShown on map35.1%0.59%Portfolio 2026-03-31 · fee 2025-06-30
Columbia Mid Cap Index FundColumbia Mid Cap Index Fund · CMDYX share classShown on map6.1%0.20%Portfolio 2026-02-28 · fee 2026-02-28
Columbia Small Cap Index FundColumbia Small Cap Index Fund · CSPYX share classShown on map9.3%0.20%Portfolio 2026-02-28 · fee 2026-02-28
Voya Large Cap Value FundVoya Large Cap Value Fund · IEDAX share classShown on map75.0%0.86%Portfolio 2026-05-31 · fee 2025-05-31
AB Discovery Value FundAB Discovery Value Fund · ABASX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-05-31 · fee date unavailable
Transamerica Large Cap ValueTransamerica Large Cap Value · TALCX share classShown on map74.0%0.63%Portfolio 2026-04-30 · fee 2025-10-31
Voya Growth And Income PortfolioVoya Growth And Income Portfolio · IAVGX share classShown on map61.7%1.25%Portfolio 2026-03-31 · fee 2025-12-31
ClearBridge Large Cap Value FundClearBridge Large Cap Value Fund · LCBVX share classShown on map71.6%1.21%Portfolio 2026-04-30 · fee 2025-10-31
Columbia Dividend Opportunity FundColumbia Dividend Opportunity Fund · ACUIX share classShown on map70.0%1.78%Portfolio 2026-02-28 · fee 2025-05-31
Federated Hermes MDT Large Cap Value FundFederated Hermes MDT Large Cap Value Fund · FMSTX share classShown on map64.9%0.77%Portfolio 2026-04-30 · fee 2025-10-31
Fundamental All Cap Core TrustFundamental All Cap Core Trust · JADDX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
First Trust Long/Short Equity ETFFirst Trust Long/Short Equity ETF · FTLS share classShown on map61.9%1.38%Portfolio 2026-04-30 · fee 2025-10-31
Touchstone Funds Group Trust-Touchstone Dividend Equity FundTouchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCAX share classShown on map62.2%0.99%Portfolio 2026-03-31 · fee 2025-09-30
FlexShares Quality Dividend Index FundFlexShares Quality Dividend Index Fund · QDF share classShown on map60.5%0.39%Portfolio 2026-04-30 · fee 2025-10-31
Blue Chip Growth TrustBlue Chip Growth Trust · JADYX share classShown on map31.5%1.00%Portfolio 2026-03-31 · fee 2025-12-31
Empower Large Cap Value FundEmpower Large Cap Value Fund · MXEQX share classShown on map59.2%0.96%Portfolio 2026-03-31 · fee 2025-12-31
Tax-Managed U.S. Mid & Small Cap FundTax-Managed U.S. Mid & Small Cap Fund · RTOUX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Empower Large Cap Growth FundEmpower Large Cap Growth Fund · MXGSX share classShown on map46.4%0.61%Portfolio 2026-03-31 · fee 2025-12-31
Mid Cap Index FundMid Cap Index Fund · NOMIX share classShown on map0.3%0.10%Portfolio 2026-03-31 · fee 2025-03-31
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Morningstar US Market Factor Tilt Index Fund · TILT share classShown on map19.8%0.25%Portfolio 2026-04-30 · fee 2025-10-31
ClearBridge Small Cap Growth FundClearBridge Small Cap Growth Fund · LMOIX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Small Cap Core FundSmall Cap Core Fund · JCCAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
DWS Capital Growth FundDWS Capital Growth Fund · SCGSX share classShown on map32.8%0.66%Portfolio 2026-03-31 · fee 2026-01-31
Janus Henderson Mid Cap Value FundJanus Henderson Mid Cap Value Fund · JDPAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Loomis Sayles Small Cap Growth FundLoomis Sayles Small Cap Growth Fund · LCGRX share classShown on map89.5%1.18%Portfolio 2026-03-31 · fee 2025-09-30
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Small Cap Core Fund · QASCX share classShown on map72.6%1.14%Portfolio 2026-04-30 · fee 2025-07-31
PGIM Jennison Mid-Cap Growth FundPGIM Jennison Mid-Cap Growth Fund · JDERX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-05-29 · fee date unavailable
Ab Relative Value Fund, Inc.Ab Relative Value Fund, Inc. · CABDX share classShown on map71.2%0.90%Portfolio 2026-04-30 · fee 2025-10-31
William Blair Large Cap Growth FundWilliam Blair Large Cap Growth Fund · LCGFX share classShown on map41.1%0.65%Portfolio 2026-03-31 · fee 2025-12-31
JPMorgan U.S. GARP Equity FundJPMorgan U.S. GARP Equity Fund · JCICX share classShown on map26.1%1.34%Portfolio 2026-03-31 · fee 2025-06-30
Growth FundGrowth Fund · VCULX share classShown on map37.0%0.61%Portfolio 2026-05-31 · fee 2025-05-31
JPMorgan Equity Focus ETFJPMorgan Equity Focus ETF · JPEF share classShown on map58.0%0.44%Portfolio 2026-03-31 · fee 2025-06-30
Janus Henderson Enterprise PortfolioJanus Henderson Enterprise Portfolio · JAAGX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Goldman Sachs Large Cap Growth Insights FundGoldman Sachs Large Cap Growth Insights Fund · GCGIX share classShown on map30.7%0.54%Portfolio 2026-04-30 · fee 2025-10-31
BlackRock Advantage Large Cap Growth FundBlackRock Advantage Large Cap Growth Fund · BMCAX share classShown on map25.6%0.87%Portfolio 2026-05-29 · fee 2025-05-31
State Street S&P 500 Index FundState Street S&P 500 Index Fund · SVSPX share classShown on map7.8%0.16%Portfolio 2026-05-31 · fee 2025-08-31
PGIM Jennison Focused Growth FundPGIM Jennison Focused Growth Fund · PSGQX share classShown on map37.0%0.67%Portfolio 2026-05-29 · fee 2026-02-28
ClearBridge Mid Cap FundClearBridge Mid Cap Fund · LMREX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-04-30 · fee date unavailable
Goldman Sachs Large Cap Equity FundGoldman Sachs Large Cap Equity Fund · GGGPX share classShown on map36.3%0.69%Portfolio 2026-05-31 · fee 2025-08-31
Columbia Cornerstone Equity FundColumbia Cornerstone Equity Fund · CLCRX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-02-28 · fee date unavailable
AB Growth FundAB Growth Fund · AGFIX share classShown on map52.2%0.91%Portfolio 2026-04-30 · fee 2025-07-31
AMG TimesSquare Mid Cap Growth FundAMG TimesSquare Mid Cap Growth Fund · TMDIX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Empower S&P Mid Cap 400 Index FundEmpower S&P Mid Cap 400 Index Fund · MXBUX share classShown on map0.4%0.80%Portfolio 2026-03-31 · fee 2025-12-31
Touchstone Strategic Trust-Touchstone Small Company FundTouchstone Strategic Trust-Touchstone Small Company Fund · SAGWX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
The Fairholme FundThe Fairholme Fund · FAIRX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-05-29 · fee date unavailable
JPMorgan Small Cap Blend FundJPMorgan Small Cap Blend Fund · JDSCX share classShown on map76.0%0.99%Portfolio 2026-03-31 · fee 2025-06-30
Vanguard U.S. Momentum Factor ETFVanguard U.S. Momentum Factor ETF · VFMO share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-02-28 · fee date unavailable
Clearwater Core Equity FundClearwater Core Equity Fund · QWVPX share classShown on map23.0%0.90%Portfolio 2026-03-31 · fee 2025-12-31
Small Cap Index FundSmall Cap Index Fund · NSIDX share classShown on map0.9%0.10%Portfolio 2026-03-31 · fee 2025-03-31
Growth Equity FundGrowth Equity Fund · GGEYX share classShown on map32.2%0.65%Portfolio 2026-03-31 · fee 2025-12-31
Voya Corporate Leaders(R) 100 FundVoya Corporate Leaders(R) 100 Fund · VYCAX share classShown on map55.4%0.81%Portfolio 2026-05-31 · fee 2025-05-31
AQR Large Cap Defensive Style FundAQR Large Cap Defensive Style Fund · AUEIX share classShown on map69.4%0.59%Portfolio 2026-03-31 · fee 2025-09-30
Wasatch Small Cap Value FundWasatch Small Cap Value Fund · WICVX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Touchstone Strategic Trust-Touchstone Focused FundTouchstone Strategic Trust-Touchstone Focused Fund · TFFCX share classShown on map60.0%1.90%Portfolio 2026-03-31 · fee 2025-03-31
AB US Large Cap Strategic Equities ETFAB US Large Cap Strategic Equities ETF · LRGC share classShown on map51.9%0.39%Portfolio 2026-05-31 · fee 2025-11-30
PIMCO RAE US FundPIMCO RAE US Fund · PKAAX share classShown on map85.2%0.80%Portfolio 2026-03-31 · fee 2025-06-30
Small Cap Index FundSmall Cap Index Fund · VCSLX share classShown on map11.2%0.38%Portfolio 2026-05-31 · fee 2025-05-31
Multi-Manager Small Cap Equity Strategies FundMulti-Manager Small Cap Equity Strategies Fund · CZMSX share classShown on map67.3%0.96%Portfolio 2026-02-28 · fee 2025-08-31
Columbia Large Cap Growth Opportunity FundColumbia Large Cap Growth Opportunity Fund · CADRX share classShown on map38.2%0.70%Portfolio 2026-02-28 · fee 2026-02-28
Wasatch Small Cap Growth FundWasatch Small Cap Growth Fund · WAAEX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Omni Small-Cap Value FundOmni Small-Cap Value Fund · BOSVX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Domini Impact Equity FundDomini Impact Equity Fund · DIEQX share classShown on map38.4%0.74%Portfolio 2026-04-30 · fee 2025-07-31
Mid Cap Index TrustMid Cap Index Trust · JAEYX share classShown on map0.2%0.41%Portfolio 2026-03-31 · fee 2025-12-31
AQR Large Cap Multi-Style FundAQR Large Cap Multi-Style Fund · QCELX share classShown on map53.3%0.88%Portfolio 2026-03-31 · fee 2025-09-30
Mid Cap Growth FundMid Cap Growth Fund · JACBX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
William Blair Small-Mid Cap Growth FundWilliam Blair Small-Mid Cap Growth Fund · WSMDX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Goldman Sachs U.S. Equity Insights FundGoldman Sachs U.S. Equity Insights Fund · GSELX share classShown on map47.5%0.56%Portfolio 2026-04-30 · fee 2025-10-31
Hartford Stock Hls FundHartford Stock Hls Fund · HIBSX share classShown on map71.0%0.77%Portfolio 2026-03-31 · fee 2025-12-31
Empower S&P Small Cap 600 Index FundEmpower S&P Small Cap 600 Index Fund · MXERX share classShown on map1.4%0.21%Portfolio 2026-03-31 · fee 2025-12-31
PGIM Jennison Blend FundPGIM Jennison Blend Fund · PBQAX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-05-29 · fee date unavailable
Harbor Long-Term Growers ETFHarbor Long-Term Growers ETF · WINN share classShown on map35.2%0.57%Portfolio 2026-04-30 · fee 2025-10-31
Federated Hermes Kaufmann Large Cap FundFederated Hermes Kaufmann Large Cap Fund · KLCAX share classShown on map47.6%1.09%Portfolio 2026-04-30 · fee 2025-10-31
Value FundValue Fund · HOVLX share classShown on map75.2%0.61%Portfolio 2026-03-31 · fee 2025-12-31
Nuveen Multi Cap Value FundNuveen Multi Cap Value Fund · NQVAX share classShown on map83.8%1.15%Portfolio 2026-03-31 · fee 2025-06-30
DWS Small Cap Core FundDWS Small Cap Core Fund · SSLCX share classUnder review — insufficient-identifier-coverageUnavailableUnavailablePortfolio 2026-03-31 · fee date unavailable
Harbor Large Cap Value FundHarbor Large Cap Value Fund · HAVLX share classShown on map85.2%0.69%Portfolio 2026-04-30 · fee 2025-10-31
John Hancock Multifactor Large Cap ETFJohn Hancock Multifactor Large Cap ETF · JHML share classShown on map21.5%0.29%Portfolio 2026-03-31 · fee 2025-04-30
PGIM Quant Solutions Large-Cap Core FundPGIM Quant Solutions Large-Cap Core Fund · PTEZX share classShown on map39.0%0.49%Portfolio 2026-04-30 · fee 2025-10-31
Systematic Growth FundSystematic Growth Fund · VCBCX share classShown on map22.8%0.64%Portfolio 2026-05-31 · fee 2025-05-31
Which funds charge the most to closely match an index you could own for far less? · Sensible Investor