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 | Appreciation Portfolio | 94% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX | 81% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 69% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | Sarofim Equity Fund · SRFMX diff. adviser | 67% | 0.70% | Fayez Sarofim & Co., LLC |
| 5 | Monopoly ETF | 55% | 0.79% | — |
| 6 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 53% | 0.55% | Nationwide Fund Advisors |
| 7 | LVIP AllianceBernstein Large Cap Growth Fund diff. adviser | 52% | 0.63% | Lincoln Financial Investments Corporation |
| 8 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 50% | 0.20% | Invesco Capital Management LLC |
| 9 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 50% | 0.50% | AllianceBernstein L.P. |
| 10 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 50% | 0.73% | Touchstone Advisors, Inc. |
| 11 | AB Large Cap Growth Portfolio diff. adviser | 50% | 0.65% | AllianceBernstein L.P. |
| 12 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 50% | 0.35% | Allspring Funds Management, LLC |
| 13 | Growth Stock Portfolio cheaper diff. adviser | 50% | 0.42% | Mason Street Advisors, LLC |
| 14 | SA AB Growth Portfolio diff. adviser | 50% | 0.63% | SunAmerica Asset Management, LLC |
| 15 | Eaton Vance Enhanced Equity Income Fund II | 50% | — | — |
| 16 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX diff. adviser | 50% | 0.66% | Touchstone Advisors, Inc. |
| 17 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 50% | 0.65% | UBS Asset Management (Americas) LLC |
| 18 | MML Blue Chip Growth Fund diff. adviser | 50% | 0.77% | MML Investment Advisers, LLC |
| 19 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 50% | 0.72% | New York Life Investment Management LLC |
| 20 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 49% | 1.00% | Sit Investment Associates, Inc. |
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