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 | American Century Large Cap Equity ETF · ACLC cheaper | 49% | 0.39% | — |
| 2 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 49% | 0.65% | UBS Asset Management (Americas) LLC |
| 3 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 49% | 0.00% | American Century Investment Management, Inc. |
| 4 | Trillium ESG Global Equity Fund · PORIX, PORTX diff. adviser | 48% | 0.99% | JOHCM (USA) Inc. |
| 5 | American Century Large Cap Growth ETF · ACGR cheaper | 48% | 0.39% | — |
| 6 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 46% | 0.71% | Bridges Investment Management Inc |
| 7 | MML Sustainable Equity Fund cheaper diff. adviser | 45% | 0.57% | MML Investment Advisers, LLC |
| 8 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 45% | 0.66% | New York Life Investment Management LLC |
| 9 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 45% | 0.59% | Principal Global Investors, LLC |
| 10 | LargeCap Growth Account I cheaper diff. adviser | 45% | 0.67% | Principal Global Investors, LLC |
| 11 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 44% | 0.14% | — |
| 12 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 44% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 44% | 0.99% | Charles Schwab Investment Management, Inc. |
| 14 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 44% | 0.52% | T. Rowe Price Associates, Inc. |
| 15 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 43% | 0.78% | Kornitzer Capital Management, Inc. |
| 16 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 43% | 0.72% | Columbia Management Investment Advisers, LLC |
| 17 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 43% | 0.00% | American Century Investment Management, Inc. |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 43% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 43% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 20 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 43% | 0.62% | Virtus Investment Advisers, LLC |
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