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 ETF · BASG | 82% | 0.61% | Brown Advisory LLC |
| 2 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 47% | 0.63% | New York Life Investment Management LLC |
| 3 | Brown Advisory Growth Equity Fund · BIAGX, BAFGX, BAGAX | 46% | 0.71% | Brown Advisory LLC |
| 4 | Dana Unconstrained Equity ETF · DUNK | 45% | 0.75% | — |
| 5 | Blue Chip Account diff. adviser | 45% | 0.90% | Principal Global Investors, LLC |
| 6 | Prudentials Gibraltar Fund, Inc. diff. adviser | 45% | 0.64% | PGIM INVESTMENTS LLC |
| 7 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 44% | 0.57% | Principal Global Investors, LLC |
| 8 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 44% | 0.68% | Nationwide Fund Advisors |
| 9 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 44% | 0.58% | Principal Global Investors, LLC |
| 10 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 42% | 0.75% | PGIM INVESTMENTS LLC |
| 11 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 42% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 42% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 42% | 0.35% | Allspring Funds Management, LLC |
| 14 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 42% | 0.77% | TCW Investment Management Company LLC |
| 15 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 42% | 0.59% | Principal Global Investors, LLC |
| 16 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX diff. adviser | 42% | 0.70% | Touchstone Advisors, Inc. |
| 17 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX diff. adviser | 41% | 0.60% | Allspring Funds Management, LLC |
| 18 | NYLI VP Wellington Growth Portfolio diff. adviser | 41% | 0.72% | New York Life Investment Management LLC |
| 19 | Baron Technology Fund · BTEUX, BTEEX, BTECX diff. adviser | 41% | 0.95% | BAMCO, Inc. |
| 20 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG diff. adviser | 41% | 0.65% | Nuveen Fund Advisors, LLC |
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