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 | Baron Global Durable Advantage ETF · BCGD | 56% | 0.75% | BAMCO, Inc. |
| 2 | AB Growth Fund · AGRFX, AGRCX, AGRYX, AGFIX diff. adviser | 53% | 0.85% | AllianceBernstein L.P. |
| 3 | Fidelity Magellan ETF · FMAG cheaper diff. adviser | 49% | 0.57% | Fidelity Management & Research Company LLC |
| 4 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 48% | 0.57% | Principal Global Investors, LLC |
| 5 | Blue Chip Account diff. adviser | 48% | 0.90% | Principal Global Investors, LLC |
| 6 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 47% | 0.58% | Principal Global Investors, LLC |
| 7 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 47% | 0.50% | AllianceBernstein L.P. |
| 8 | Monopoly ETF | 47% | 0.79% | — |
| 9 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 46% | 0.49% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 46% | 0.45% | Fidelity Management & Research Company LLC |
| 11 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 46% | 0.77% | TCW Investment Management Company LLC |
| 12 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 46% | 0.63% | Lincoln Financial Investments Corporation |
| 13 | SA AB Growth Portfolio cheaper diff. adviser | 46% | 0.63% | SunAmerica Asset Management, LLC |
| 14 | AB Large Cap Growth Portfolio cheaper diff. adviser | 45% | 0.65% | AllianceBernstein L.P. |
| 15 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 45% | 0.63% | New York Life Investment Management LLC |
| 16 | Eaton Vance Enhanced Equity Income Fund II | 45% | — | — |
| 17 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 45% | 0.69% | Columbia Management Investment Advisers, LLC |
| 18 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 45% | 0.72% | New York Life Investment Management LLC |
| 19 | Invesco Discovery Large Cap Fund cheaper diff. adviser | 45% | 0.63% | Invesco Advisers, Inc. |
| 20 | Appreciation Portfolio diff. adviser | 44% | 0.85% | BNY Mellon Investment Adviser, Inc. |
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