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 | NAA LARGE GROWTH SERIES diff. adviser | 37% | 1.04% | New Age Alpha Advisors, LLC |
| 2 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 35% | 0.67% | Transamerica Asset Management, Inc. |
| 3 | Transamerica WMC US Growth VP cheaper diff. adviser | 35% | 0.64% | Transamerica Asset Management, Inc. |
| 4 | RED OAK TECHNOLOGY SELECT FUND · ROGSX diff. adviser | 34% | 0.90% | Oak Associates, Ltd. |
| 5 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX cheaper diff. adviser | 34% | 0.65% | Equitable Investment Management, LLC |
| 6 | THE HARTFORD GROWTH OPPORTUNITIES FUND · HGOAX, HGOCX, HGOYX, HGOIX, HGORX, HGOSX, HGOTX, HGOVX, HGOFX cheaper diff. adviser | 34% | 0.73% | Hartford Funds Management Company, LLC |
| 7 | Goldman Sachs Variable Insurance Trust Strategic Growth Fund cheaper diff. adviser | 34% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 8 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 34% | 0.65% | First Trust Advisors L.P. |
| 9 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 33% | 0.57% | BlackRock Advisors, LLC |
| 10 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 33% | 0.00% | American Century Investment Management, Inc. |
| 11 | SA Wellington Capital Appreciation Portfolio diff. adviser | 33% | — | SunAmerica Asset Management, LLC |
| 12 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 33% | 0.15% | BlackRock Fund Advisors |
| 13 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 33% | 0.67% | PGIM INVESTMENTS LLC |
| 14 | Goldman Sachs Growth Opportunities ETF · GSGO cheaper | 33% | 0.45% | — |
| 15 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 33% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 16 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 33% | 1.10% | Gabelli Funds, LLC |
| 17 | iShares Morningstar Growth ETF · ILCG cheaper diff. adviser | 33% | 0.04% | BlackRock Fund Advisors |
| 18 | Franklin Focused Growth ETF cheaper diff. adviser | 33% | 0.55% | Franklin Advisers, Inc. |
| 19 | Capital Group U.S. Large Growth ETF · CGGG cheaper | 33% | 0.39% | — |
| 20 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 33% | 1.28% | Sparrow Capital Management, Inc. |
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