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 | PAYSON TOTAL RETURN FUND · PBFDX | 55% | 0.81% | H.M. Payson & Co. |
| 2 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper | 52% | 0.65% | UBS Asset Management (Americas) LLC |
| 3 | Neuberger Berman Growth ETF · NBGX cheaper | 50% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 4 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper | 50% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 5 | Bridges Investment Fund · BRGIX cheaper | 50% | 0.71% | Bridges Investment Management Inc |
| 6 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper | 49% | 0.59% | Principal Global Investors, LLC |
| 7 | Growth Fund · HNASX | 49% | 0.82% | Homestead Advisers Corp. |
| 8 | Buffalo Growth Fund · BUFGX, BIIGX cheaper | 49% | 0.77% | Kornitzer Capital Management, Inc. |
| 9 | T. Rowe Price Large-Cap Growth Fund · TRLGX, TRGOX cheaper | 48% | 0.55% | T. Rowe Price Associates, Inc. |
| 10 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper | 48% | 0.60% | Allspring Funds Management, LLC |
| 11 | Saturna Growth Fund · SSGFX, SGZFX cheaper | 48% | 0.75% | SATURNA CAPITAL CORPORATION |
| 12 | T. Rowe Price Growth ETF · TGRT cheaper | 48% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | American Century Large Cap Growth ETF · ACGR cheaper | 48% | 0.39% | — |
| 14 | PGIM Jennison Focused Growth ETF · PJFG cheaper | 48% | 0.75% | PGIM INVESTMENTS LLC |
| 15 | Schwab Large-Cap Growth Fund · SWLSX | 47% | 0.99% | Charles Schwab Investment Management, Inc. |
| 16 | Nuveen Growth Opportunities ETF · NUGO cheaper | 47% | 0.56% | Nuveen Fund Advisors, LLC |
| 17 | T. Rowe Price Growth Stock ETF · TGRW cheaper | 47% | 0.52% | T. Rowe Price Associates, Inc. |
| 18 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper | 47% | 0.56% | Macquarie Investment Management Business Trust |
| 19 | Nomura VIP Growth Series | 47% | 1.00% | Macquarie Investment Management Business Trust |
| 20 | Penn Series Large Core Growth Fund | 47% | 0.85% | Penn Mutual Asset Management, LLC |
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