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 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 66% | — | Boston Management and Research |
| 2 | Nomura VIP Growth Series diff. adviser | 66% | 1.00% | Macquarie Investment Management Business Trust |
| 3 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 66% | 0.56% | Macquarie Investment Management Business Trust |
| 4 | SFT Macquarie Growth Fund diff. adviser | 66% | 0.95% | Securian Asset Management, Inc. |
| 5 | Nomura VIP Growth Equity Series cheaper diff. adviser | 64% | 0.75% | Macquarie Investment Management Business Trust |
| 6 | Penn Series Large Core Growth Fund diff. adviser | 64% | 0.85% | Penn Mutual Asset Management, LLC |
| 7 | MML Blue Chip Growth Fund diff. adviser | 64% | 0.77% | MML Investment Advisers, LLC |
| 8 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX cheaper diff. adviser | 64% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 9 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 64% | 0.00% | T. Rowe Price Associates, Inc. |
| 10 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX cheaper diff. adviser | 64% | 0.74% | T. Rowe Price Associates, Inc. |
| 11 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 64% | 0.57% | T. Rowe Price Associates, Inc. |
| 12 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 63% | 0.56% | T. Rowe Price Associates, Inc. |
| 13 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX cheaper diff. adviser | 63% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 14 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 63% | 0.74% | — |
| 15 | Growth Stock Portfolio cheaper diff. adviser | 62% | 0.42% | Mason Street Advisors, LLC |
| 16 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 62% | 0.65% | Columbia Management Investment Advisers, LLC |
| 17 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 62% | 0.71% | Voya Investments, LLC |
| 18 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 62% | 0.62% | Virtus Investment Advisers, LLC |
| 19 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 62% | 0.65% | UBS Asset Management (Americas) LLC |
| 20 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 61% | 0.53% | Jackson National Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.