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 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX cheaper | 46% | 0.60% | Brown Advisory LLC |
| 2 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 43% | 0.77% | TCW Investment Management Company LLC |
| 3 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 41% | 0.69% | Columbia Management Investment Advisers, LLC |
| 4 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 41% | 0.59% | Principal Global Investors, LLC |
| 5 | Blue Chip Account diff. adviser | 41% | 0.90% | Principal Global Investors, LLC |
| 6 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 41% | 0.58% | Principal Global Investors, LLC |
| 7 | LargeCap Growth Account I cheaper diff. adviser | 41% | 0.67% | Principal Global Investors, LLC |
| 8 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 41% | 0.57% | Principal Global Investors, LLC |
| 9 | NYLI VP Wellington Growth Portfolio diff. adviser | 41% | 0.72% | New York Life Investment Management LLC |
| 10 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 40% | 0.64% | PGIM INVESTMENTS LLC |
| 11 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 40% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 12 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 39% | 0.72% | New York Life Investment Management LLC |
| 13 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 39% | 0.57% | — |
| 14 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 39% | 0.60% | PGIM INVESTMENTS LLC |
| 15 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 39% | 0.63% | New York Life Investment Management LLC |
| 16 | Jennison Growth Portfolio cheaper diff. adviser | 39% | 0.54% | Brighthouse Investment Advisers, LLC |
| 17 | Brown Advisory Sustainable Growth ETF · BASG cheaper | 38% | 0.61% | Brown Advisory LLC |
| 18 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 38% | 0.00% | Gabelli Funds, LLC |
| 19 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 38% | 0.35% | Allspring Funds Management, LLC |
| 20 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 38% | 0.67% | PGIM INVESTMENTS LLC |
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