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 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX | 68% | 1.10% | Gabelli Funds, LLC |
| 2 | Gabelli Growth Innovators ETF · GGRW cheaper | 67% | 0.00% | Gabelli Funds, LLC |
| 3 | Penn Series Large Growth Stock Fund diff. adviser | 52% | 0.93% | Penn Mutual Asset Management, LLC |
| 4 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 51% | 0.53% | Jackson National Asset Management, LLC |
| 5 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 51% | 0.72% | New York Life Investment Management LLC |
| 6 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 51% | 0.56% | Brighthouse Investment Advisers, LLC |
| 7 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 51% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 8 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 51% | 0.63% | New York Life Investment Management LLC |
| 9 | NYLI VP Winslow Large Cap Growth Portfolio cheaper diff. adviser | 51% | 0.74% | New York Life Investment Management LLC |
| 10 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 51% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 11 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 51% | 0.62% | Virtus Investment Advisers, LLC |
| 12 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 51% | 0.72% | New York Life Investment Management LLC |
| 13 | Growth Stock Portfolio cheaper diff. adviser | 50% | 0.42% | Mason Street Advisors, LLC |
| 14 | Jennison Growth Portfolio cheaper diff. adviser | 50% | 0.54% | Brighthouse Investment Advisers, LLC |
| 15 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 50% | 0.60% | PGIM INVESTMENTS LLC |
| 16 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 50% | 0.57% | — |
| 17 | MML Blue Chip Growth Fund cheaper diff. adviser | 50% | 0.77% | MML Investment Advisers, LLC |
| 18 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 50% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 50% | 0.65% | UBS Asset Management (Americas) LLC |
| 20 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 50% | 0.57% | BlackRock Advisors, LLC |
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