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 | 78% | 0.82% | Franklin Advisers, Inc. |
| 2 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 62% | 0.63% | New York Life Investment Management LLC |
| 3 | NYLI VP Winslow Large Cap Growth Portfolio diff. adviser | 60% | 0.74% | New York Life Investment Management LLC |
| 4 | NYLI VP Wellington Growth Portfolio diff. adviser | 59% | 0.72% | New York Life Investment Management LLC |
| 5 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 59% | 0.72% | New York Life Investment Management LLC |
| 6 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX cheaper diff. adviser | 58% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 7 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX diff. adviser | 58% | 0.68% | T. Rowe Price Associates, Inc. |
| 8 | Franklin Focused Growth ETF cheaper | 58% | 0.55% | Franklin Advisers, Inc. |
| 9 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX diff. adviser | 58% | 0.69% | Invesco Advisers, Inc. |
| 10 | VANGUARD U.S. GROWTH FUND · VWUSX, VWUAX cheaper diff. adviser | 57% | 0.25% | Jennison Associates LLC, Wellington Management Company LLP, Baillie Gifford Overseas Ltd |
| 11 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 56% | 0.54% | — |
| 12 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 56% | 0.83% | Victory Capital Management Inc. |
| 13 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX diff. adviser | 56% | 0.59% | Harbor Capital Advisors, Inc. |
| 14 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 56% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper | 56% | 0.44% | Franklin Advisers, Inc. |
| 16 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG diff. adviser | 56% | 0.65% | Nuveen Fund Advisors, LLC |
| 17 | Franklin DynaTech VIP Fund | 56% | 0.87% | Franklin Advisers, Inc. |
| 18 | Growth Stock Portfolio cheaper diff. adviser | 56% | 0.42% | Mason Street Advisors, LLC |
| 19 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 56% | 0.50% | New York Life Investment Management LLC |
| 20 | Large Cap Growth Portfolio I diff. adviser | 56% | — | UBS Trust Company of Puerto Rico |
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