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 | Blue Chip Account | 87% | 0.90% | Principal Global Investors, LLC |
| 2 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper | 86% | 0.57% | Principal Global Investors, LLC |
| 3 | CTIVP - Principal Large Cap Growth Fund diff. adviser | 69% | 0.69% | Columbia Management Investment Advisers, LLC |
| 4 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 52% | 1.10% | Gabelli Funds, LLC |
| 5 | Prudentials Gibraltar Fund, Inc. diff. adviser | 50% | 0.64% | PGIM INVESTMENTS LLC |
| 6 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 48% | 0.63% | New York Life Investment Management LLC |
| 7 | MML Blue Chip Growth Fund diff. adviser | 48% | 0.77% | MML Investment Advisers, LLC |
| 8 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 48% | 0.57% | T. Rowe Price Associates, Inc. |
| 9 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX diff. adviser | 48% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 10 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX | 48% | 0.74% | — |
| 11 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 48% | 0.77% | Kornitzer Capital Management, Inc. |
| 12 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 48% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX diff. adviser | 48% | 0.74% | T. Rowe Price Associates, Inc. |
| 14 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 48% | 0.56% | T. Rowe Price Associates, Inc. |
| 15 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 48% | 0.77% | John Hancock Investment Management LLC |
| 16 | Fidelity Magellan ETF · FMAG cheaper diff. adviser | 48% | 0.57% | Fidelity Management & Research Company LLC |
| 17 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 47% | 0.70% | BAMCO, Inc. |
| 18 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 47% | 0.77% | TCW Investment Management Company LLC |
| 19 | Growth Stock Portfolio cheaper diff. adviser | 46% | 0.42% | Mason Street Advisors, LLC |
| 20 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX diff. adviser | 46% | 0.70% | Touchstone Advisors, Inc. |
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