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 | Frost Growth Equity Fund · FICEX, FACEX diff. adviser | 58% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 2 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 53% | 1.00% | RiverPark Advisors, LLC |
| 3 | Nuveen Growth Opportunities ETF · NUGO diff. adviser | 52% | 0.56% | Nuveen Fund Advisors, LLC |
| 4 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 52% | 0.35% | — |
| 5 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 51% | 1.85% | RiverPark Advisors, LLC |
| 6 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 51% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG | 51% | 0.67% | — |
| 8 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX diff. adviser | 51% | 0.70% | Touchstone Advisors, Inc. |
| 9 | Crossmark Large Cap Growth ETF cheaper diff. adviser | 50% | 0.50% | Crossmark Global Investments, Inc. |
| 10 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 50% | 0.52% | T. Rowe Price Associates, Inc. |
| 11 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 50% | 0.49% | Putnam Investment Management, LLC |
| 12 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX diff. adviser | 50% | 0.62% | Virtus Investment Advisers, LLC |
| 13 | Penn Series Large Growth Stock Fund diff. adviser | 50% | 0.93% | Penn Mutual Asset Management, LLC |
| 14 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 50% | 0.53% | Jackson National Asset Management, LLC |
| 15 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 49% | 1.10% | Gabelli Funds, LLC |
| 16 | American Century Large Cap Growth ETF · ACGR cheaper | 49% | 0.39% | — |
| 17 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 49% | 0.56% | Brighthouse Investment Advisers, LLC |
| 18 | Global X NYSE 100 ETF cheaper | 48% | 0.09% | — |
| 19 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX diff. adviser | 48% | 0.70% | Columbia Management Investment Advisers, LLC |
| 20 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 48% | 0.80% | DWS Investment Management Americas, Inc. |
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