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 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 58% | 0.72% | — |
| 2 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 50% | 0.00% | American Century Investment Management, Inc. |
| 3 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 50% | 0.44% | PGIM INVESTMENTS LLC |
| 4 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 50% | 0.01% | American Century Investment Management, Inc. |
| 5 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 50% | 0.72% | Lincoln Financial Investments Corporation |
| 6 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 50% | 0.99% | Charles Schwab Investment Management, Inc. |
| 7 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX cheaper diff. adviser | 49% | 0.74% | Columbia Management Investment Advisers, LLC |
| 8 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 49% | 0.10% | WisdomTree Digital Management, Inc. |
| 9 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 48% | 0.57% | BlackRock Advisors, LLC |
| 10 | American Century Large Cap Growth ETF · ACGR cheaper | 48% | 0.39% | — |
| 11 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX cheaper diff. adviser | 48% | 0.75% | Crossmark Global Investments, Inc. |
| 12 | Columbia Integrated Large Cap Growth Fund II · CZMGX cheaper diff. adviser | 48% | 0.66% | Columbia Management Investment Advisers, LLC |
| 13 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 48% | 0.56% | Nuveen Fund Advisors, LLC |
| 14 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 48% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 48% | 0.60% | First Trust Advisors L.P. |
| 16 | Federated Hermes MDT Large Cap Growth ETF · FLCG cheaper diff. adviser | 48% | 0.39% | Federated Advisory Services Company, Federated MDTA LLC |
| 17 | M Large Cap Growth Fund · MTCGX cheaper diff. adviser | 47% | 0.58% | M Financial Investment Advisers, Inc. |
| 18 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 47% | 0.69% | Harbor Capital Advisors, Inc. |
| 19 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 47% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 20 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 47% | 0.59% | Principal Global Investors, LLC |
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