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 | 92% | — | — |
| 2 | Eaton Vance Focused Growth Opportunities Fund · EAFGX, ECFGX, EIFGX diff. adviser | 80% | 0.80% | Eaton Vance Management |
| 3 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 68% | 0.49% | Putnam Investment Management, LLC |
| 4 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 67% | 0.65% | UBS Asset Management (Americas) LLC |
| 5 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 67% | 0.65% | Columbia Management Investment Advisers, LLC |
| 6 | VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO · IRLAX, IRLNX, IRLSX cheaper diff. adviser | 67% | 0.43% | Voya Investments, LLC |
| 7 | iShares Russell Top 200 Growth ETF · IWY cheaper diff. adviser | 67% | 0.20% | BlackRock Fund Advisors |
| 8 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 66% | — | TIAA-CREF Investment Management, LLC |
| 9 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 66% | 0.72% | Columbia Management Investment Advisers, LLC |
| 10 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 66% | 0.99% | Charles Schwab Investment Management, Inc. |
| 11 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO | 65% | — | Boston Management and Research |
| 12 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 65% | 0.05% | The Vanguard Group, Inc. |
| 13 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 65% | 0.83% | Victory Capital Management Inc. |
| 14 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX cheaper diff. adviser | 65% | 0.70% | Aristotle Investment Services, LLC |
| 15 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 64% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 16 | EQ/Large Cap Growth Index Portfolio cheaper diff. adviser | 64% | 0.47% | Equitable Investment Management Group, LLC |
| 17 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 64% | 0.62% | Virtus Investment Advisers, LLC |
| 18 | DWS Capital Growth VIP cheaper diff. adviser | 64% | 0.49% | DWS Investment Management Americas, Inc. |
| 19 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 64% | 0.59% | DWS Investment Management Americas, Inc. |
| 20 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 64% | 0.03% | Fidelity Management & Research Company LLC |
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