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 | Eaton Vance Enhanced Equity Income Fund II | 83% | — | — |
| 2 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX cheaper diff. adviser | 80% | 0.79% | Boston Management and Research |
| 3 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 68% | 0.83% | Victory Capital Management Inc. |
| 4 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 67% | 0.52% | Teachers Advisors, LLC |
| 5 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 67% | 0.60% | Putnam Investment Management, LLC |
| 6 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 66% | 0.00% | Teachers Advisors, LLC |
| 7 | Janus Henderson Research Portfolio · JAGRX cheaper diff. adviser | 65% | 0.67% | Janus Henderson Investors US LLC |
| 8 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 65% | 0.72% | — |
| 9 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 65% | — | — |
| 10 | GROWTH PORTFOLIO cheaper diff. adviser | 64% | 0.34% | Wellington Management Company LLP |
| 11 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 64% | 0.57% | T. Rowe Price Associates, Inc. |
| 12 | MML Blue Chip Growth Fund cheaper diff. adviser | 64% | 0.77% | MML Investment Advisers, LLC |
| 13 | Putnam VT Large Cap Growth Fund cheaper diff. adviser | 64% | 0.64% | Putnam Investment Management, LLC |
| 14 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 64% | 0.74% | — |
| 15 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX cheaper diff. adviser | 64% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 16 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 64% | — | TIAA-CREF Investment Management, LLC |
| 17 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 64% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX cheaper diff. adviser | 64% | 0.74% | T. Rowe Price Associates, Inc. |
| 19 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 63% | 0.56% | T. Rowe Price Associates, Inc. |
| 20 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 63% | — | Boston Management and Research |
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