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 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 69% | 0.99% | Charles Schwab Investment Management, Inc. |
| 2 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 66% | 0.57% | BlackRock Advisors, LLC |
| 3 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 66% | 0.00% | American Century Investment Management, Inc. |
| 4 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 65% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 5 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 65% | 0.44% | PGIM INVESTMENTS LLC |
| 6 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 65% | 0.53% | Jackson National Asset Management, LLC |
| 7 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 64% | 0.52% | T. Rowe Price Associates, Inc. |
| 8 | Penn Series Large Growth Stock Fund diff. adviser | 64% | 0.93% | Penn Mutual Asset Management, LLC |
| 9 | Amplify CWP Growth & Income ETF | 64% | 0.56% | — |
| 10 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 64% | 0.56% | Brighthouse Investment Advisers, LLC |
| 11 | LVIP Nomura U.S. Growth Fund diff. adviser | 64% | 0.72% | Lincoln Financial Investments Corporation |
| 12 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 64% | 0.75% | PGIM INVESTMENTS LLC |
| 13 | iShares Russell Top 200 Growth ETF · IWY cheaper diff. adviser | 64% | 0.20% | BlackRock Fund Advisors |
| 14 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 64% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 15 | VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO · IRLAX, IRLNX, IRLSX cheaper diff. adviser | 64% | 0.43% | Voya Investments, LLC |
| 16 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 63% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND · VRGWX, VONG cheaper diff. adviser | 63% | 0.05% | The Vanguard Group, Inc. |
| 18 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 63% | 0.03% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 63% | 0.03% | Charles Schwab Investment Management, Inc. |
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