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 | Franklin Large Cap Growth VIP Fund | 52% | 0.82% | Franklin Advisers, Inc. |
| 2 | Franklin Growth Opportunities Fund · FGRAX, FKACX, FRAAX, FKARX, FOPPX | 51% | 0.57% | Franklin Advisers, Inc. |
| 3 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper diff. adviser | 51% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 51% | 0.13% | SSGA Funds Management, Inc. |
| 5 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 51% | 0.55% | Nationwide Fund Advisors |
| 6 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 51% | 0.85% | SSGA Funds Management, Inc. |
| 7 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 51% | 0.25% | SSGA Funds Management, Inc. |
| 8 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX diff. adviser | 50% | 0.59% | Principal Global Investors, LLC |
| 9 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 50% | 0.38% | SSGA Funds Management, Inc. |
| 10 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 50% | 0.04% | Charles Schwab Investment Management, Inc. |
| 11 | LargeCap Growth Account I diff. adviser | 50% | 0.67% | Principal Global Investors, LLC |
| 12 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 49% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 13 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 49% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 14 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 49% | 0.57% | BlackRock Advisors, LLC |
| 15 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 49% | — | Boston Management and Research |
| 16 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 49% | 1.10% | Gabelli Funds, LLC |
| 17 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX diff. adviser | 49% | 0.66% | MML Investment Advisers, LLC |
| 18 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX diff. adviser | 49% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 19 | DWS Capital Growth VIP diff. adviser | 49% | 0.49% | DWS Investment Management Americas, Inc. |
| 20 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX diff. adviser | 49% | 0.59% | DWS Investment Management Americas, Inc. |
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