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 | LVIP Blended Large Cap Growth Managed Volatility Fund cheaper diff. adviser | 65% | 0.66% | Lincoln Financial Investments Corporation |
| 2 | Alger Capital Appreciation Portfolio · ALVOX cheaper diff. adviser | 63% | 0.93% | Fred Alger Management, Inc. |
| 3 | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND · ALARX, ACARX, ACIZX, ACAYX cheaper diff. adviser | 62% | 0.87% | Fred Alger Management, Inc. |
| 4 | Optimum Large Cap Growth Fund · OALGX, OCLGX, OILGX cheaper diff. adviser | 61% | 0.95% | Macquarie Investment Management Business Trust |
| 5 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 61% | 0.03% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 61% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 61% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | EQ/Large Cap Growth Index Portfolio cheaper diff. adviser | 61% | 0.47% | Equitable Investment Management Group, LLC |
| 9 | ALGER CAPITAL APPRECIATION FUND · ACAAX, ALCCX, ACAZX cheaper diff. adviser | 61% | 0.91% | Fred Alger Management, Inc. |
| 10 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX cheaper diff. adviser | 61% | 0.68% | T. Rowe Price Associates, Inc. |
| 11 | PD Large-Cap Growth Index Portfolio cheaper diff. adviser | 61% | 0.17% | Pacific Life Fund Advisors LLC |
| 12 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND · VRGWX, VONG cheaper diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 13 | Nuveen Large Cap Growth Index Fund · TILIX, TRIRX, TRIHX, TRIWX cheaper diff. adviser | 60% | 0.00% | Teachers Advisors, LLC |
| 14 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 60% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 15 | AZL Russell 1000 Growth Index Fund cheaper diff. adviser | 60% | 0.43% | Allianz Investment Management LLC |
| 16 | iShares Russell 1000 Growth ETF · IWF cheaper diff. adviser | 60% | 0.18% | BlackRock Fund Advisors |
| 17 | Systematic Growth Fund · VCBCX cheaper diff. adviser | 60% | 0.64% | The Variable Annuity Life Insurance Company |
| 18 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX cheaper | 60% | 0.72% | — |
| 19 | VANGUARD GROWTH INDEX FUND · VIGAX, VIGRX, VIGIX, VUG cheaper diff. adviser | 60% | 0.03% | The Vanguard Group, Inc. |
| 20 | Praxis Impact Large Cap Growth ETF · PRXG cheaper diff. adviser | 59% | 0.36% | Everence Capital Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.