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 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper | 64% | 0.61% | Invesco Advisers, Inc. |
| 2 | Franklin Focused Growth ETF cheaper diff. adviser | 60% | 0.55% | Franklin Advisers, Inc. |
| 3 | Invesco Discovery Large Cap Fund cheaper | 59% | 0.63% | Invesco Advisers, Inc. |
| 4 | Franklin DynaTech VIP Fund diff. adviser | 59% | 0.87% | Franklin Advisers, Inc. |
| 5 | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND · ALARX, ACARX, ACIZX, ACAYX diff. adviser | 59% | 0.87% | Fred Alger Management, Inc. |
| 6 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 59% | 0.44% | Franklin Advisers, Inc. |
| 7 | ALGER CAPITAL APPRECIATION FUND · ACAAX, ALCCX, ACAZX diff. adviser | 59% | 0.91% | Fred Alger Management, Inc. |
| 8 | Large Cap Growth Portfolio I diff. adviser | 58% | — | UBS Trust Company of Puerto Rico |
| 9 | Alger Concentrated Equity Fund · CNECX, CNEIX, CNEYX, CNEZX, CNEAX cheaper diff. adviser | 58% | 0.56% | Fred Alger Management, Inc. |
| 10 | Growth Stock Portfolio cheaper diff. adviser | 58% | 0.42% | Mason Street Advisors, LLC |
| 11 | LVIP American Century Ultra(R) Fund cheaper diff. adviser | 58% | 0.65% | Lincoln Financial Investments Corporation |
| 12 | Franklin Growth Opportunities Fund · FGRAX, FKACX, FRAAX, FKARX, FOPPX cheaper diff. adviser | 58% | 0.57% | Franklin Advisers, Inc. |
| 13 | Alger Capital Appreciation Portfolio · ALVOX diff. adviser | 58% | 0.93% | Fred Alger Management, Inc. |
| 14 | ALGER SPECTRA FUND · SPECX, ASPCX, ASPIX, ASPZX, ASPYX diff. adviser | 58% | 1.12% | Fred Alger Management, Inc. |
| 15 | ALGER FOCUS EQUITY FUND · ALGRX, ALAFX, ALCFX, ALZFX, ALGYX cheaper diff. adviser | 57% | 0.61% | Fred Alger Management, Inc. |
| 16 | Invesco V.I. American Franchise Fund | 57% | 0.85% | Invesco Advisers, Inc. |
| 17 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 57% | 0.57% | T. Rowe Price Associates, Inc. |
| 18 | MML Blue Chip Growth Fund diff. adviser | 57% | 0.77% | MML Investment Advisers, LLC |
| 19 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 57% | 0.00% | American Century Investment Management, Inc. |
| 20 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX diff. adviser | 57% | 0.74% | John Hancock Variable Trust Advisers LLC |
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