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 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX | 53% | 1.28% | Sparrow Capital Management, Inc. |
| 2 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX | 50% | 0.66% | MML Investment Advisers, LLC |
| 3 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX | 49% | 1.10% | Gabelli Funds, LLC |
| 4 | Bridges Investment Fund · BRGIX | 49% | 0.71% | Bridges Investment Management Inc |
| 5 | Natixis Loomis Sayles Focused Growth ETF · LSGR | 49% | 0.59% | Natixis Advisors, LLC |
| 6 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper | 49% | 0.00% | American Century Investment Management, Inc. |
| 7 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper | 49% | 0.44% | PGIM INVESTMENTS LLC |
| 8 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX | 49% | 0.62% | Virtus Investment Advisers, LLC |
| 9 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper | 49% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 49% | 0.35% | — |
| 11 | CTIVP - Principal Large Cap Growth Fund | 48% | 0.69% | Columbia Management Investment Advisers, LLC |
| 12 | Neuberger Berman Growth ETF · NBGX cheaper | 48% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 13 | FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT | 48% | 1.25% | — |
| 14 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO | 48% | 0.71% | Voya Investments, LLC |
| 15 | EQ/ClearBridge Large Cap Growth ESG Portfolio | 48% | 0.75% | Equitable Investment Management Group, LLC |
| 16 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper | 48% | 0.10% | Fidelity Management & Research Company LLC |
| 17 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX | 48% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Schwab Large-Cap Growth Fund · SWLSX | 48% | 0.99% | Charles Schwab Investment Management, Inc. |
| 19 | UBS US Quality Growth At Reasonable Price Fund · QGRPX | 48% | 0.65% | UBS Asset Management (Americas) LLC |
| 20 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX | 47% | 0.55% | Neuberger Berman Investment Advisers LLC |
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