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 Large Cap Securities Fund, Inc. · DREVX cheaper | 64% | 0.69% | BNY Mellon Investment Adviser, Inc. |
| 2 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 60% | 0.46% | New York Life Investment Management LLC |
| 3 | Growth and Income Portfolio cheaper | 58% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 4 | Large Cap Growth Portfolio I diff. adviser | 58% | — | UBS Trust Company of Puerto Rico |
| 5 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 57% | 0.50% | New York Life Investment Management LLC |
| 6 | Growth Stock Portfolio cheaper diff. adviser | 57% | 0.42% | Mason Street Advisors, LLC |
| 7 | MML Blue Chip Growth Fund diff. adviser | 56% | 0.77% | MML Investment Advisers, LLC |
| 8 | DWS Capital Growth VIP cheaper diff. adviser | 56% | 0.49% | DWS Investment Management Americas, Inc. |
| 9 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 56% | 0.59% | DWS Investment Management Americas, Inc. |
| 10 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 56% | 0.65% | Nuveen Fund Advisors, LLC |
| 11 | LVIP American Century Ultra(R) Fund cheaper diff. adviser | 56% | 0.65% | Lincoln Financial Investments Corporation |
| 12 | GROWTH PORTFOLIO cheaper diff. adviser | 56% | 0.34% | Wellington Management Company LLP |
| 13 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 55% | 0.57% | T. Rowe Price Associates, Inc. |
| 14 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX cheaper diff. adviser | 55% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 15 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 55% | 0.54% | — |
| 16 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 55% | 0.74% | — |
| 17 | Goldman Sachs Large Cap Growth Insights Fund · GCGIX, GSCLX, GLCGX, GLCCX, GLCRX, GLCTX, GLCUX, GMZPX cheaper diff. adviser | 55% | 0.53% | Goldman Sachs Asset Management, L.P. |
| 18 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX cheaper diff. adviser | 55% | 0.74% | T. Rowe Price Associates, Inc. |
| 19 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 55% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 55% | 0.56% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.