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 ETF · CAML cheaper | 81% | 0.65% | Congress Asset Management Company |
| 2 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX diff. adviser | 58% | 0.70% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 58% | 0.65% | Columbia Management Investment Advisers, LLC |
| 4 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 57% | 1.10% | Gabelli Funds, LLC |
| 5 | Columbia Variable Portfolio - Large Cap Growth Fund diff. adviser | 56% | 0.72% | Columbia Management Investment Advisers, LLC |
| 6 | Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX diff. adviser | 55% | 0.69% | Columbia Management Investment Advisers, LLC |
| 7 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 55% | 0.56% | Nuveen Fund Advisors, LLC |
| 8 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 55% | 0.55% | Zacks Investment Management, Inc. |
| 9 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 55% | 0.99% | Charles Schwab Investment Management, Inc. |
| 10 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 55% | 0.62% | Virtus Investment Advisers, LLC |
| 11 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 55% | 0.62% | Virtus Investment Advisers, LLC |
| 12 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 54% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 54% | 0.61% | Invesco Advisers, Inc. |
| 14 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 54% | 0.35% | — |
| 15 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 54% | 0.38% | T. Rowe Price Associates, Inc. |
| 16 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 53% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 17 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 53% | 0.53% | Jackson National Asset Management, LLC |
| 18 | Penn Series Large Growth Stock Fund diff. adviser | 53% | 0.93% | Penn Mutual Asset Management, LLC |
| 19 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 53% | 0.65% | UBS Asset Management (Americas) LLC |
| 20 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 53% | 0.00% | American Century Investment Management, Inc. |
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