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 | Lord Abbett Focused Growth Fund · LFGCX, LFGFX, LFGOX, LFGIX, LFGAX, LFGQX, LFGSX, LFGTX, LFGVX | 75% | 0.73% | Lord, Abbett & Co. LLC |
| 2 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX diff. adviser | 57% | 0.61% | Invesco Advisers, Inc. |
| 3 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX diff. adviser | 57% | 0.67% | Transamerica Asset Management, Inc. |
| 4 | Invesco V.I. American Franchise Fund diff. adviser | 56% | 0.85% | Invesco Advisers, Inc. |
| 5 | Transamerica WMC US Growth VP diff. adviser | 56% | 0.64% | Transamerica Asset Management, Inc. |
| 6 | Franklin DynaTech VIP Fund diff. adviser | 56% | 0.87% | Franklin Advisers, Inc. |
| 7 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 55% | 0.44% | Franklin Advisers, Inc. |
| 8 | Franklin Focused Growth ETF cheaper diff. adviser | 55% | 0.55% | Franklin Advisers, Inc. |
| 9 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 55% | 0.53% | Jackson National Asset Management, LLC |
| 10 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 55% | 0.56% | Nuveen Fund Advisors, LLC |
| 11 | Guardian Large Cap Disciplined Growth VIP Fund diff. adviser | 54% | 0.87% | Park Avenue Institutional Advisers LLC |
| 12 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 54% | 0.52% | T. Rowe Price Associates, Inc. |
| 13 | Penn Series Large Growth Stock Fund diff. adviser | 54% | 0.93% | Penn Mutual Asset Management, LLC |
| 14 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 54% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 54% | 0.56% | Brighthouse Investment Advisers, LLC |
| 16 | SA Wellington Capital Appreciation Portfolio diff. adviser | 54% | — | SunAmerica Asset Management, LLC |
| 17 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 54% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | Franklin Large Cap Growth VIP Fund diff. adviser | 53% | 0.82% | Franklin Advisers, Inc. |
| 19 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 53% | 0.99% | Charles Schwab Investment Management, Inc. |
| 20 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 53% | 0.38% | T. Rowe Price Associates, Inc. |
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