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 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 40% | 0.54% | CastleArk Management, LLC |
| 2 | Frost Growth Equity Fund · FICEX, FACEX cheaper diff. adviser | 39% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 3 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 38% | 1.10% | Gabelli Funds, LLC |
| 4 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 38% | 0.35% | — |
| 5 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 37% | 0.00% | Gabelli Funds, LLC |
| 6 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 37% | 0.62% | Virtus Investment Advisers, LLC |
| 7 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 37% | 0.75% | PGIM INVESTMENTS LLC |
| 8 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 36% | 0.67% | PGIM INVESTMENTS LLC |
| 9 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 36% | 0.65% | UBS Asset Management (Americas) LLC |
| 10 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 36% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 11 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 36% | 0.67% | — |
| 12 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 36% | 0.60% | PGIM INVESTMENTS LLC |
| 13 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX cheaper diff. adviser | 35% | 0.90% | Gabelli Funds, LLC |
| 14 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX diff. adviser | 35% | 1.00% | RiverPark Advisors, LLC |
| 15 | Jennison Growth Portfolio cheaper diff. adviser | 35% | 0.54% | Brighthouse Investment Advisers, LLC |
| 16 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 35% | 0.57% | — |
| 17 | Franklin Focused Growth ETF cheaper diff. adviser | 35% | 0.55% | Franklin Advisers, Inc. |
| 18 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 35% | 0.70% | Touchstone Advisors, Inc. |
| 19 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 35% | 0.60% | Allspring Funds Management, LLC |
| 20 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 35% | 0.57% | Harbor Capital Advisors, Inc. |
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