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 | Appreciation Portfolio diff. adviser | 71% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX diff. adviser | 69% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 61% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 4 | Sarofim Equity Fund · SRFMX diff. adviser | 57% | 0.70% | Fayez Sarofim & Co., LLC |
| 5 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 54% | 0.72% | New York Life Investment Management LLC |
| 6 | LVIP AllianceBernstein Large Cap Growth Fund diff. adviser | 53% | 0.63% | Lincoln Financial Investments Corporation |
| 7 | NYLI VP Wellington Growth Portfolio diff. adviser | 53% | 0.72% | New York Life Investment Management LLC |
| 8 | SA AB Growth Portfolio diff. adviser | 53% | 0.63% | SunAmerica Asset Management, LLC |
| 9 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX diff. adviser | 52% | 0.50% | AllianceBernstein L.P. |
| 10 | AB Large Cap Growth Portfolio diff. adviser | 52% | 0.65% | AllianceBernstein L.P. |
| 11 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 51% | 1.10% | Gabelli Funds, LLC |
| 12 | Monopoly ETF | 51% | 0.79% | — |
| 13 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 51% | 0.77% | TCW Investment Management Company LLC |
| 14 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 50% | 0.63% | New York Life Investment Management LLC |
| 15 | Growth Stock Portfolio cheaper diff. adviser | 50% | 0.42% | Mason Street Advisors, LLC |
| 16 | State Street Premier Growth Equity V.I.S. Fund · SPGSX diff. adviser | 50% | 0.86% | SSGA Funds Management, Inc. |
| 17 | Prudentials Gibraltar Fund, Inc. diff. adviser | 50% | 0.64% | PGIM INVESTMENTS LLC |
| 18 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 50% | 0.65% | UBS Asset Management (Americas) LLC |
| 19 | GROWTH PORTFOLIO cheaper diff. adviser | 50% | 0.34% | Wellington Management Company LLP |
| 20 | MML Blue Chip Growth Fund diff. adviser | 50% | 0.77% | MML Investment Advisers, LLC |
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