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 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper | 67% | 0.90% | Calamos Advisors LLC |
| 2 | Schwab Large-Cap Growth Fund · SWLSX cheaper diff. adviser | 64% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 64% | 0.74% | Thrivent Asset Management, LLC |
| 4 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 64% | 0.57% | Harbor Capital Advisors, Inc. |
| 5 | Fidelity Blue Chip Growth ETF · FBCG cheaper diff. adviser | 64% | 0.57% | Fidelity Management & Research Company LLC |
| 6 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 63% | 0.53% | Jackson National Asset Management, LLC |
| 7 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 63% | 0.75% | PGIM INVESTMENTS LLC |
| 8 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 63% | 0.38% | T. Rowe Price Associates, Inc. |
| 9 | Transamerica WMC US Growth VP cheaper diff. adviser | 63% | 0.64% | Transamerica Asset Management, Inc. |
| 10 | AST Large-Cap Growth Portfolio cheaper diff. adviser | 63% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 11 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 63% | 0.71% | Voya Investments, LLC |
| 12 | Fidelity Series Blue Chip Growth Fund · FSBDX cheaper diff. adviser | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Penn Series Large Growth Stock Fund cheaper diff. adviser | 63% | 0.93% | Penn Mutual Asset Management, LLC |
| 14 | Guardian Large Cap Disciplined Growth VIP Fund cheaper diff. adviser | 63% | 0.87% | Park Avenue Institutional Advisers LLC |
| 15 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 63% | 0.67% | Transamerica Asset Management, Inc. |
| 16 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 63% | 0.65% | UBS Asset Management (Americas) LLC |
| 17 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 63% | 1.10% | Gabelli Funds, LLC |
| 18 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 63% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 63% | 0.56% | Nuveen Fund Advisors, LLC |
| 20 | Fidelity Blue Chip Growth Fund · FBGRX, FBGKX, FBCHX, FBCEX, FBCJX, FBCKX, FBCCX cheaper diff. adviser | 62% | 0.54% | Fidelity Management & Research Company LLC |
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