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 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 42% | 0.70% | BAMCO, Inc. |
| 2 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 41% | 0.57% | Principal Global Investors, LLC |
| 3 | Blue Chip Account cheaper diff. adviser | 41% | 0.90% | Principal Global Investors, LLC |
| 4 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 40% | 0.58% | Principal Global Investors, LLC |
| 5 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 38% | 0.69% | Columbia Management Investment Advisers, LLC |
| 6 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 38% | 0.12% | Principal Global Investors, LLC |
| 7 | Neuberger Berman Multi-Cap Opportunities Fund · NMUAX, NMUCX, NMULX, NMUEX cheaper diff. adviser | 37% | 0.13% | Neuberger Berman Investment Advisers LLC |
| 8 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 37% | 0.74% | Thrivent Asset Management, LLC |
| 9 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 37% | 0.64% | PGIM INVESTMENTS LLC |
| 10 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 36% | 0.43% | Thrivent Financial for Lutherans |
| 12 | Polen Capital Global Growth ETF cheaper diff. adviser | 35% | 0.85% | IM Global Partner Fund Management, LLC |
| 13 | Hodges Blue Chip Equity Income Fund diff. adviser | 35% | 1.30% | Hodges Capital Management, Inc. |
| 14 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 35% | 0.72% | New York Life Investment Management LLC |
| 15 | Monopoly ETF cheaper | 35% | 0.79% | — |
| 16 | AB Large Cap Growth Portfolio cheaper diff. adviser | 35% | 0.65% | AllianceBernstein L.P. |
| 17 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 35% | 0.72% | New York Life Investment Management LLC |
| 18 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 35% | 0.50% | AllianceBernstein L.P. |
| 19 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 35% | 0.77% | TCW Investment Management Company LLC |
| 20 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 35% | 0.60% | PGIM INVESTMENTS LLC |
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