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 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 41% | 0.79% | — |
| 2 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 41% | 0.71% | Bridges Investment Management Inc |
| 3 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 41% | 0.59% | Principal Global Investors, LLC |
| 4 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 40% | 0.62% | Empower Capital Management, LLC |
| 5 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 40% | 0.70% | Nicholas Company, Inc. |
| 6 | LargeCap Growth Account I cheaper diff. adviser | 40% | 0.67% | Principal Global Investors, LLC |
| 7 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 40% | 0.70% | Columbia Management Investment Advisers, LLC |
| 8 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 40% | 0.69% | Columbia Management Investment Advisers, LLC |
| 9 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX cheaper diff. adviser | 40% | 0.75% | John Hancock Investment Management LLC |
| 10 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 39% | 0.65% | UBS Asset Management (Americas) LLC |
| 11 | Congress Large Cap Growth Fund · CAMLX, CMLIX cheaper diff. adviser | 39% | 0.66% | Congress Asset Management Company |
| 12 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 39% | 0.71% | Victory Capital Management Inc. |
| 13 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 39% | — | Boston Management and Research |
| 14 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 39% | 0.72% | Columbia Management Investment Advisers, LLC |
| 15 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 39% | 0.64% | PGIM INVESTMENTS LLC |
| 16 | Victory Pioneer Fund VCT Portfolio cheaper diff. adviser | 39% | 0.75% | Victory Capital Management Inc. |
| 17 | Level Four Large Cap Growth Active ETF · LGRO cheaper diff. adviser | 39% | 0.50% | ALPS Advisors, Inc. |
| 18 | Victory Pioneer Fund · PIODX, PIOKX, PIORX, PYODX, PCODX cheaper diff. adviser | 39% | 0.64% | Victory Capital Management Inc. |
| 19 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 39% | 0.46% | Franklin Advisers, Inc. |
| 20 | Saturna Growth Fund · SSGFX, SGZFX cheaper diff. adviser | 39% | 0.75% | SATURNA CAPITAL CORPORATION |
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