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 | Saturna Growth Fund · SSGFX, SGZFX | 43% | 0.75% | SATURNA CAPITAL CORPORATION |
| 2 | Saturna Sustainable Equity Fund · SEEFX | 43% | 0.75% | SATURNA CAPITAL CORPORATION |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 42% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 41% | 0.81% | H.M. Payson & Co. |
| 5 | American Century Large Cap Growth ETF · ACGR cheaper | 40% | 0.39% | — |
| 6 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 40% | 0.44% | PGIM INVESTMENTS LLC |
| 7 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 39% | 0.75% | PGIM INVESTMENTS LLC |
| 8 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 39% | 0.99% | Charles Schwab Investment Management, Inc. |
| 9 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 39% | 0.00% | American Century Investment Management, Inc. |
| 10 | Harbor Transformative Technologies ETF · TEC diff. adviser | 39% | 0.69% | Harbor Capital Advisors, Inc. |
| 11 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX diff. adviser | 39% | 0.90% | JAG Capital Management, LLC |
| 12 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 39% | 0.60% | First Trust Advisors L.P. |
| 13 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 39% | 0.49% | Putnam Investment Management, LLC |
| 14 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 38% | 0.52% | T. Rowe Price Associates, Inc. |
| 15 | Iman Fund · IMANX diff. adviser | 38% | 1.00% | ALLIED ASSET ADVISORS, INC. |
| 16 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX diff. adviser | 38% | 0.67% | Transamerica Asset Management, Inc. |
| 17 | U.S. Growth Trust · JAFGX, JAFHX, JAFJX cheaper diff. adviser | 38% | 0.59% | John Hancock Variable Trust Advisers LLC |
| 18 | U.S. Growth Fund · JSGAX, JSGIX, JSGBX, JSGCX, JSGRX, JHSGX, JSGTX cheaper diff. adviser | 38% | 0.60% | John Hancock Investment Management LLC |
| 19 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 38% | 0.79% | Boston Management and Research |
| 20 | T. Rowe Price Technology ETF · TTEQ diff. adviser | 38% | 0.63% | T. Rowe Price Associates, Inc. |
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