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 | Federated Hermes Kaufmann Fund II | 90% | 1.56% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 2 | Federated Hermes Kaufmann Small Cap Fund · FKASX, FKCSX, FKKSX, FKAIX, FKALX cheaper | 45% | 0.89% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 3 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper | 37% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 4 | Allspring Premier Large Company Growth Fund · EKJAX, EKJCX, EKJYX, WFPDX, EKJFX cheaper diff. adviser | 24% | 0.65% | Allspring Funds Management, LLC |
| 5 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 22% | 0.58% | Lord, Abbett & Co. LLC |
| 6 | Allspring VT Discovery All Cap Growth Fund cheaper diff. adviser | 21% | 0.75% | Allspring Funds Management, LLC |
| 7 | NYLI VP Winslow Large Cap Growth Portfolio cheaper diff. adviser | 21% | 0.74% | New York Life Investment Management LLC |
| 8 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 21% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 9 | S&P 500 Pure Growth Fund diff. adviser | 21% | 1.64% | Security Investors, LLC |
| 10 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 21% | 1.55% | Security Investors, LLC |
| 11 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX cheaper | 20% | 0.72% | — |
| 12 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX cheaper diff. adviser | 20% | 0.90% | Virtus Investment Advisers, LLC |
| 13 | Fundstrat Granny Shots US Large Cap ETF · GRNY cheaper diff. adviser | 20% | 0.75% | Tidal Investments LLC |
| 14 | Allspring Growth Fund · WGFCX, SGRAX, SGRKX, SGRNX, SGRHX cheaper diff. adviser | 20% | 0.70% | Allspring Funds Management, LLC |
| 15 | Fundstrat Granny Shots US Large Cap & Income ETF · GRNI cheaper | 20% | 0.99% | — |
| 16 | Zevenbergen Growth Fund · ZVNIX, ZVNBX cheaper diff. adviser | 20% | 1.00% | Zevenbergen Capital Investments LLC |
| 17 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 20% | 0.62% | Lord, Abbett & Co. LLC |
| 18 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 19% | 0.75% | SunAmerica Asset Management, LLC |
| 20 | Growth Opportunities Portfolio cheaper diff. adviser | 19% | 1.13% | Lord, Abbett & Co. LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.