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 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper | 81% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 2 | Appreciation Portfolio | 79% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 61% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | Sarofim Equity Fund · SRFMX cheaper diff. adviser | 56% | 0.70% | Fayez Sarofim & Co., LLC |
| 5 | Monopoly ETF cheaper | 47% | 0.79% | — |
| 6 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 47% | 0.73% | Touchstone Advisors, Inc. |
| 7 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 46% | 0.80% | AllianceBernstein L.P. |
| 8 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 46% | 0.66% | Touchstone Advisors, Inc. |
| 9 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 45% | 0.63% | Lincoln Financial Investments Corporation |
| 10 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 45% | 0.55% | Nationwide Fund Advisors |
| 11 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 45% | 0.72% | New York Life Investment Management LLC |
| 12 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 45% | 0.77% | TCW Investment Management Company LLC |
| 13 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 44% | 0.20% | Invesco Capital Management LLC |
| 14 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 44% | 0.50% | AllianceBernstein L.P. |
| 15 | AB Large Cap Growth Portfolio cheaper diff. adviser | 44% | 0.65% | AllianceBernstein L.P. |
| 16 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 44% | 0.45% | Delaware Management Company |
| 17 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 44% | 0.77% | John Hancock Investment Management LLC |
| 18 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 44% | 0.72% | New York Life Investment Management LLC |
| 19 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 44% | 1.00% | Sit Investment Associates, Inc. |
| 20 | SA AB Growth Portfolio cheaper diff. adviser | 44% | 0.63% | SunAmerica Asset Management, LLC |
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