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 | Rational Dynamic Brands Fund · HSUAX, HSUTX, HSUCX diff. adviser | 68% | 1.19% | Rational Advisors, Inc. |
| 2 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 43% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 3 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 43% | 0.75% | PGIM INVESTMENTS LLC |
| 4 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 42% | 0.67% | PGIM INVESTMENTS LLC |
| 5 | Sapient Quality Select ETF | 42% | 0.80% | — |
| 6 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 42% | 1.10% | Gabelli Funds, LLC |
| 7 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 41% | 0.62% | Virtus Investment Advisers, LLC |
| 8 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 41% | 0.35% | — |
| 9 | Jennison Growth Portfolio cheaper diff. adviser | 41% | 0.54% | Brighthouse Investment Advisers, LLC |
| 10 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 41% | 0.60% | PGIM INVESTMENTS LLC |
| 11 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 41% | 0.57% | — |
| 12 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 40% | 0.62% | Virtus Investment Advisers, LLC |
| 13 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 40% | 0.59% | Harbor Capital Advisors, Inc. |
| 14 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 40% | 0.63% | Parnassus Investments, LLC |
| 15 | Dan IVES Wedbush AI Revolution ETF · IVES | 40% | 0.75% | — |
| 16 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 39% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 17 | Marsico Focus Fund · MFOCX, MIFOX diff. adviser | 39% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 18 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 39% | 0.64% | PGIM INVESTMENTS LLC |
| 19 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 38% | 0.44% | PGIM INVESTMENTS LLC |
| 20 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 38% | 0.00% | Gabelli Funds, LLC |
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