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 | Jensen Quality Growth ETF · JGRW | 93% | 0.57% | — |
| 2 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX | 54% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 3 | Guardian Large Cap Disciplined Growth VIP Fund diff. adviser | 53% | 0.87% | Park Avenue Institutional Advisers LLC |
| 4 | U.S. Growth Fund · JSGAX, JSGIX, JSGBX, JSGCX, JSGRX, JHSGX, JSGTX diff. adviser | 52% | 0.60% | John Hancock Investment Management LLC |
| 5 | U.S. Growth Trust · JAFGX, JAFHX, JAFJX diff. adviser | 52% | 0.59% | John Hancock Variable Trust Advisers LLC |
| 6 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 52% | 0.75% | PGIM INVESTMENTS LLC |
| 7 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX diff. adviser | 52% | 0.69% | Waycross Partners, LLC |
| 8 | NYLI U.S. Large Cap R&D Leaders ETF · LRND cheaper diff. adviser | 51% | 0.14% | New York Life Investment Management LLC |
| 9 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 51% | 0.00% | American Century Investment Management, Inc. |
| 10 | Transamerica WMC US Growth VP diff. adviser | 51% | 0.64% | Transamerica Asset Management, Inc. |
| 11 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 51% | 0.49% | Putnam Investment Management, LLC |
| 12 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 51% | 0.10% | Fidelity Management & Research Company LLC |
| 13 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 51% | 0.65% | UBS Asset Management (Americas) LLC |
| 14 | The Growth Fund · CFGRX diff. adviser | 51% | 0.73% | Commerce Investment Advisors, Inc. |
| 15 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX diff. adviser | 50% | 0.67% | Transamerica Asset Management, Inc. |
| 16 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX diff. adviser | 50% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 17 | American Century Large Cap Growth ETF · ACGR cheaper | 50% | 0.39% | — |
| 18 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 49% | 0.52% | T. Rowe Price Associates, Inc. |
| 19 | JNL/T. Rowe Price Growth Stock Fund diff. adviser | 49% | 0.53% | Jackson National Asset Management, LLC |
| 20 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 49% | 0.35% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.