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 | Fidelity Magellan K6 Fund · FMKFX cheaper | 99% | 0.45% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Magellan ETF · FMAG | 87% | 0.57% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX | 52% | 0.59% | Fidelity Management & Research Company LLC |
| 4 | NYLI VP Winslow Large Cap Growth Portfolio diff. adviser | 51% | 0.74% | New York Life Investment Management LLC |
| 5 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 51% | 0.99% | Charles Schwab Investment Management, Inc. |
| 6 | CTIVP - Principal Large Cap Growth Fund diff. adviser | 50% | 0.69% | Columbia Management Investment Advisers, LLC |
| 7 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 49% | 0.77% | TCW Investment Management Company LLC |
| 8 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX diff. adviser | 49% | 0.60% | Putnam Investment Management, LLC |
| 9 | AST Large-Cap Growth Portfolio diff. adviser | 49% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 49% | 0.72% | New York Life Investment Management LLC |
| 11 | Jennison Growth Portfolio diff. adviser | 49% | 0.54% | Brighthouse Investment Advisers, LLC |
| 12 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 49% | 0.79% | Boston Management and Research |
| 13 | Eaton Vance Enhanced Equity Income Fund II | 49% | — | — |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 49% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX diff. adviser | 49% | 0.59% | Harbor Capital Advisors, Inc. |
| 16 | Putnam VT Large Cap Growth Fund diff. adviser | 49% | 0.64% | Putnam Investment Management, LLC |
| 17 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 48% | 0.00% | Teachers Advisors, LLC |
| 18 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 48% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 19 | Franklin Large Cap Growth VIP Fund diff. adviser | 48% | 0.82% | Franklin Advisers, Inc. |
| 20 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 48% | 0.63% | New York Life Investment Management LLC |
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