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 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 48% | 0.46% | New York Life Investment Management LLC |
| 2 | Large Cap Growth Portfolio I diff. adviser | 46% | — | UBS Trust Company of Puerto Rico |
| 3 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 46% | 0.50% | New York Life Investment Management LLC |
| 4 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 46% | 0.00% | Gabelli Funds, LLC |
| 5 | NYLI VP Winslow Large Cap Growth Portfolio cheaper diff. adviser | 46% | 0.74% | New York Life Investment Management LLC |
| 6 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 45% | 0.63% | New York Life Investment Management LLC |
| 7 | Eaton Vance Enhanced Equity Income Fund II | 45% | — | — |
| 8 | Eaton Vance Focused Growth Opportunities Fund · EAFGX, ECFGX, EIFGX diff. adviser | 45% | 0.80% | Eaton Vance Management |
| 9 | NAA LARGE GROWTH SERIES diff. adviser | 45% | 1.04% | New Age Alpha Advisors, LLC |
| 10 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 44% | 1.10% | Gabelli Funds, LLC |
| 11 | Invesco V.I. Discovery Large Cap Fund diff. adviser | 44% | 0.80% | Invesco Advisers, Inc. |
| 12 | MML Invesco Discovery Large Cap Fund cheaper diff. adviser | 44% | 0.74% | MML Investment Advisers, LLC |
| 13 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 44% | 0.20% | BlackRock Fund Advisors |
| 14 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 44% | 0.72% | New York Life Investment Management LLC |
| 15 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX diff. adviser | 44% | 1.16% | Virtus Investment Advisers, LLC |
| 16 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 44% | 0.72% | New York Life Investment Management LLC |
| 17 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 43% | 0.00% | Teachers Advisors, LLC |
| 18 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 43% | 0.59% | Harbor Capital Advisors, Inc. |
| 19 | Sapient Quality Select ETF | 43% | 0.80% | — |
| 20 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 43% | 0.57% | — |
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