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 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 32% | 0.69% | Columbia Management Investment Advisers, LLC |
| 2 | FM Focus Equity ETF · FMCX cheaper diff. adviser | 29% | 0.71% | First Manhattan Co. LLC |
| 3 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 29% | 0.81% | H.M. Payson & Co. |
| 4 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 29% | 0.57% | Principal Global Investors, LLC |
| 5 | Crossmark Large Cap Growth ETF cheaper diff. adviser | 29% | 0.50% | Crossmark Global Investments, Inc. |
| 6 | Blue Chip Account diff. adviser | 29% | 0.90% | Principal Global Investors, LLC |
| 7 | Argent Large Cap ETF · ABIG cheaper diff. adviser | 29% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | TCW Transform Supply Chain ETF · SUPP | 28% | 0.75% | TCW Investment Management Company LLC |
| 9 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 28% | 0.60% | Allspring Funds Management, LLC |
| 10 | Rainwater Equity ETF · RW | 28% | 1.25% | — |
| 11 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 27% | 0.56% | Nuveen Fund Advisors, LLC |
| 12 | Suncoast Select Growth ETF · SEMG cheaper | 27% | 0.60% | — |
| 13 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX | 27% | 0.77% | TCW Investment Management Company LLC |
| 14 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 27% | 0.35% | — |
| 15 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 27% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 16 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 27% | 0.67% | — |
| 17 | CIBC ATLAS ALL CAP GROWTH FUND · AWGIX, AWGVX diff. adviser | 26% | 0.91% | CIBC Private Wealth Advisors, Inc. |
| 18 | American Century Large Cap Growth ETF · ACGR cheaper | 26% | 0.39% | — |
| 19 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 26% | 0.70% | Touchstone Advisors, Inc. |
| 20 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 26% | 0.52% | T. Rowe Price Associates, Inc. |
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