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 | Pro-Blend Extended Term Series · MNECX, MNBRX, MNBAX, MNBIX, MNBWX | 70% | 0.10% | Manning & Napier Advisors, LLC |
| 2 | Equity Series · EXEYX, MEYWX cheaper | 63% | 0.05% | Manning & Napier Advisors, LLC |
| 3 | Pro-Blend Moderate Term Series · MNMCX, MNMRX, EXBAX, MNMIX, MNMWX | 55% | 0.10% | Manning & Napier Advisors, LLC |
| 4 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 36% | 0.65% | UBS Asset Management (Americas) LLC |
| 5 | American Century Large Cap Growth ETF · ACGR | 35% | 0.39% | — |
| 6 | Prudentials Gibraltar Fund, Inc. diff. adviser | 35% | 0.64% | PGIM INVESTMENTS LLC |
| 7 | Pro-Blend Conservative Term Series · MNCCX, MNCRX, EXDAX, MNCIX, MNCWX | 35% | 0.10% | Manning & Napier Advisors, LLC |
| 8 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 35% | 0.77% | Kornitzer Capital Management, Inc. |
| 9 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX diff. adviser | 35% | 0.52% | Brown Advisory LLC |
| 10 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX diff. adviser | 35% | 0.44% | PGIM INVESTMENTS LLC |
| 11 | Appreciation Portfolio diff. adviser | 35% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 12 | Columbia Select Technology ETF · SEMI diff. adviser | 35% | 0.75% | Columbia Management Investment Advisers, LLC |
| 13 | BNY Mellon Concentrated Growth ETF · BKCG diff. adviser | 34% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 34% | 1.10% | Gabelli Funds, LLC |
| 15 | MFS Active Growth ETF · MFSG diff. adviser | 34% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | First Trust Multi-Manager Large Growth ETF · AFGR diff. adviser | 34% | 0.85% | First Trust Advisors L.P. |
| 17 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX diff. adviser | 34% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 18 | PSF PGIM Jennison Growth Portfolio diff. adviser | 34% | 0.60% | PGIM INVESTMENTS LLC |
| 19 | Penn Series Large Growth Stock Fund diff. adviser | 33% | 0.93% | Penn Mutual Asset Management, LLC |
| 20 | Putnam Focused Large Cap Growth ETF diff. adviser | 33% | 0.49% | Putnam Investment Management, LLC |
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