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 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX cheaper diff. adviser | 40% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 2 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 40% | 0.00% | American Century Investment Management, Inc. |
| 3 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 40% | 0.35% | — |
| 4 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 39% | 0.56% | Macquarie Investment Management Business Trust |
| 5 | Penn Series Large Core Growth Fund cheaper diff. adviser | 39% | 0.85% | Penn Mutual Asset Management, LLC |
| 6 | Nomura VIP Growth Equity Series cheaper diff. adviser | 39% | 0.75% | Macquarie Investment Management Business Trust |
| 7 | Nomura VIP Growth Series cheaper diff. adviser | 39% | 1.00% | Macquarie Investment Management Business Trust |
| 8 | SFT Macquarie Growth Fund cheaper diff. adviser | 39% | 0.95% | Securian Asset Management, Inc. |
| 9 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 39% | 0.56% | Nuveen Fund Advisors, LLC |
| 10 | VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF · VUSG cheaper | 38% | 0.35% | — |
| 11 | LVIP American Century Ultra(R) Fund cheaper diff. adviser | 38% | 0.65% | Lincoln Financial Investments Corporation |
| 12 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 38% | 0.62% | Virtus Investment Advisers, LLC |
| 13 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 38% | 0.52% | T. Rowe Price Associates, Inc. |
| 14 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 37% | 0.71% | Voya Investments, LLC |
| 15 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 37% | 0.53% | Jackson National Asset Management, LLC |
| 16 | Penn Series Large Growth Stock Fund cheaper diff. adviser | 37% | 0.93% | Penn Mutual Asset Management, LLC |
| 17 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 37% | 0.62% | Virtus Investment Advisers, LLC |
| 18 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 37% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 37% | 0.77% | Kornitzer Capital Management, Inc. |
| 20 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 37% | 0.56% | Brighthouse Investment Advisers, LLC |
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