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 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 54% | 0.65% | UBS Asset Management (Americas) LLC |
| 2 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 54% | 0.77% | Kornitzer Capital Management, Inc. |
| 3 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 53% | 1.03% | Calamos Advisors LLC |
| 4 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 52% | 0.81% | H.M. Payson & Co. |
| 5 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 51% | 0.80% | DWS Investment Management Americas, Inc. |
| 6 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 51% | — | Boston Management and Research |
| 7 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 51% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 8 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 51% | 1.10% | Gabelli Funds, LLC |
| 9 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 51% | 0.99% | Advisors Preferred, LLC |
| 10 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 50% | 0.56% | Nuveen Fund Advisors, LLC |
| 11 | RMB Fund · RMBHX, RMBJX, RMBGX diff. adviser | 50% | 0.99% | Curi RMB Capital, LLC |
| 12 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 50% | 0.56% | Macquarie Investment Management Business Trust |
| 13 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 50% | 0.35% | — |
| 14 | Nomura VIP Growth Series diff. adviser | 50% | 1.00% | Macquarie Investment Management Business Trust |
| 15 | SFT Macquarie Growth Fund diff. adviser | 50% | 0.95% | Securian Asset Management, Inc. |
| 16 | Suncoast Select Growth ETF · SEMG cheaper | 50% | 0.60% | — |
| 17 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 50% | 0.59% | Principal Global Investors, LLC |
| 18 | Penn Series Large Core Growth Fund diff. adviser | 50% | 0.85% | Penn Mutual Asset Management, LLC |
| 19 | Nomura VIP Growth Equity Series diff. adviser | 50% | 0.75% | Macquarie Investment Management Business Trust |
| 20 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 50% | 0.70% | Columbia Management Investment Advisers, LLC |
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