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 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 45% | 0.57% | Principal Global Investors, LLC |
| 2 | Blue Chip Account cheaper diff. adviser | 45% | 0.90% | Principal Global Investors, LLC |
| 3 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 43% | 0.58% | Principal Global Investors, LLC |
| 4 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 42% | 0.70% | BAMCO, Inc. |
| 5 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 42% | 0.69% | Columbia Management Investment Advisers, LLC |
| 6 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 41% | 0.45% | Delaware Management Company |
| 7 | Penn Series Large Core Growth Fund cheaper diff. adviser | 39% | 0.85% | Penn Mutual Asset Management, LLC |
| 8 | Nomura VIP Growth Equity Series cheaper diff. adviser | 39% | 0.75% | Macquarie Investment Management Business Trust |
| 9 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 39% | 0.77% | Kornitzer Capital Management, Inc. |
| 10 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 38% | 0.56% | Macquarie Investment Management Business Trust |
| 11 | Nomura VIP Growth Series diff. adviser | 38% | 1.00% | Macquarie Investment Management Business Trust |
| 12 | SFT Macquarie Growth Fund cheaper diff. adviser | 38% | 0.95% | Securian Asset Management, Inc. |
| 13 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper | 38% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 14 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 37% | 0.65% | Victory Capital Management Inc. |
| 15 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 36% | 0.77% | John Hancock Investment Management LLC |
| 16 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 36% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 36% | 0.70% | Nicholas Company, Inc. |
| 18 | Large Cap Equity Fund · WVALX, WVAIX cheaper diff. adviser | 36% | 0.86% | Weitz Investment Management, Inc. |
| 19 | Polen Focus Growth ETF cheaper | 35% | 0.49% | — |
| 20 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 35% | 0.72% | New York Life Investment Management LLC |
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