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 cheaper | 54% | 0.57% | — |
| 2 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper | 54% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 42% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | Franklin Focused Growth ETF cheaper diff. adviser | 40% | 0.55% | Franklin Advisers, Inc. |
| 5 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 40% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 6 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 40% | 0.00% | American Century Investment Management, Inc. |
| 7 | Fidelity Equity Growth K6 Fund · FEGKX cheaper diff. adviser | 39% | 0.45% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper diff. adviser | 39% | 0.54% | Fidelity Management & Research Company LLC |
| 9 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 39% | 0.75% | PGIM INVESTMENTS LLC |
| 10 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper diff. adviser | 39% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 39% | 0.61% | Parnassus Investments, LLC |
| 12 | VIP Growth Portfolio · QVG2Q cheaper diff. adviser | 39% | 0.56% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Growth Discovery Fund · FDSVX, FGDKX cheaper diff. adviser | 39% | 0.54% | Fidelity Management & Research Company LLC |
| 14 | NYLI Global Equity R&D Leaders ETF · WRND cheaper diff. adviser | 38% | 0.18% | New York Life Investment Management LLC |
| 15 | Transamerica WMC US Growth VP cheaper diff. adviser | 38% | 0.64% | Transamerica Asset Management, Inc. |
| 16 | Guardian Large Cap Disciplined Growth VIP Fund cheaper diff. adviser | 38% | 0.87% | Park Avenue Institutional Advisers LLC |
| 17 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 38% | 0.44% | PGIM INVESTMENTS LLC |
| 18 | Penn Series Large Core Growth Fund cheaper diff. adviser | 38% | 0.85% | Penn Mutual Asset Management, LLC |
| 19 | Nomura VIP Growth Equity Series cheaper diff. adviser | 38% | 0.75% | Macquarie Investment Management Business Trust |
| 20 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 37% | 0.56% | Macquarie Investment Management Business Trust |
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