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 | American Century Focused Dynamic Growth ETF · FDG | 91% | 0.45% | — |
| 2 | LVIP American Century Ultra(R) Fund | 49% | 0.65% | Lincoln Financial Investments Corporation |
| 3 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX | 48% | 0.00% | American Century Investment Management, Inc. |
| 4 | GROWTH PORTFOLIO | 45% | 0.34% | Wellington Management Company LLP |
| 5 | Growth Stock Portfolio | 45% | 0.42% | Mason Street Advisors, LLC |
| 6 | NYLI VP Wellington Growth Portfolio | 44% | 0.72% | New York Life Investment Management LLC |
| 7 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX | 44% | 0.72% | New York Life Investment Management LLC |
| 8 | Goldman Sachs Technology Opportunities ETF · GTOP | 44% | 0.65% | — |
| 9 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX | 44% | 0.69% | Invesco Advisers, Inc. |
| 10 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX | 43% | 0.77% | TCW Investment Management Company LLC |
| 11 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG | 43% | 0.65% | Nuveen Fund Advisors, LLC |
| 12 | Franklin Focused Growth ETF | 43% | 0.55% | Franklin Advisers, Inc. |
| 13 | VANGUARD U.S. GROWTH FUND · VWUSX, VWUAX | 43% | 0.25% | Jennison Associates LLC, Wellington Management Company LLP, Baillie Gifford Overseas Ltd |
| 14 | MML Blue Chip Growth Fund | 43% | 0.77% | MML Investment Advisers, LLC |
| 15 | T. Rowe Price Blue Chip Growth ETF · TCHP | 43% | 0.57% | T. Rowe Price Associates, Inc. |
| 16 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX | 43% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 17 | Natixis Loomis Sayles Focused Growth ETF · LSGR | 42% | 0.59% | Natixis Advisors, LLC |
| 18 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX | 42% | 0.54% | — |
| 19 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX | 42% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX | 42% | 0.74% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.