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 | Congress Large Cap Growth Fund · CAMLX, CMLIX | 81% | 0.66% | Congress Asset Management Company |
| 2 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX diff. adviser | 50% | 0.70% | Columbia Management Investment Advisers, LLC |
| 3 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 50% | 1.10% | Gabelli Funds, LLC |
| 4 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 49% | 0.61% | Invesco Advisers, Inc. |
| 5 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 49% | 0.55% | Zacks Investment Management, Inc. |
| 6 | NYLI VP Winslow Large Cap Growth Portfolio diff. adviser | 49% | 0.74% | New York Life Investment Management LLC |
| 7 | Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX diff. adviser | 49% | 0.69% | Columbia Management Investment Advisers, LLC |
| 8 | Columbia Variable Portfolio - Large Cap Growth Fund diff. adviser | 49% | 0.72% | Columbia Management Investment Advisers, LLC |
| 9 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 48% | 0.63% | New York Life Investment Management LLC |
| 10 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX diff. adviser | 48% | 0.65% | Columbia Management Investment Advisers, LLC |
| 11 | Invesco V.I. American Franchise Fund diff. adviser | 48% | 0.85% | Invesco Advisers, Inc. |
| 12 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 48% | 0.99% | Charles Schwab Investment Management, Inc. |
| 13 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 48% | 0.62% | Virtus Investment Advisers, LLC |
| 14 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 47% | 0.59% | Principal Global Investors, LLC |
| 15 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 47% | 0.65% | UBS Asset Management (Americas) LLC |
| 16 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX | 47% | 0.72% | — |
| 17 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 47% | 0.38% | T. Rowe Price Associates, Inc. |
| 18 | LargeCap Growth Account I diff. adviser | 47% | 0.67% | Principal Global Investors, LLC |
| 19 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 47% | 0.56% | Nuveen Fund Advisors, LLC |
| 20 | Growth Fund · HNASX diff. adviser | 47% | 0.82% | Homestead Advisers Corp. |
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