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 | Penn Series Large Core Growth Fund diff. adviser | 72% | 0.85% | Penn Mutual Asset Management, LLC |
| 2 | Nomura VIP Growth Equity Series diff. adviser | 72% | 0.75% | Macquarie Investment Management Business Trust |
| 3 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX diff. adviser | 72% | 0.56% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Growth Series diff. adviser | 71% | 1.00% | Macquarie Investment Management Business Trust |
| 5 | SFT Macquarie Growth Fund diff. adviser | 71% | 0.95% | Securian Asset Management, Inc. |
| 6 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 54% | 0.77% | Kornitzer Capital Management, Inc. |
| 7 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 52% | 0.65% | UBS Asset Management (Americas) LLC |
| 8 | T. Rowe Price Blue Chip Growth ETF · TCHP diff. adviser | 52% | 0.57% | T. Rowe Price Associates, Inc. |
| 9 | MML Blue Chip Growth Fund diff. adviser | 52% | 0.77% | MML Investment Advisers, LLC |
| 10 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX diff. adviser | 52% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 11 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 51% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX diff. adviser | 51% | 0.74% | T. Rowe Price Associates, Inc. |
| 13 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX | 51% | 0.74% | — |
| 14 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX diff. adviser | 51% | 0.56% | T. Rowe Price Associates, Inc. |
| 15 | Eaton Vance Focused Growth Opportunities Fund · EAFGX, ECFGX, EIFGX diff. adviser | 51% | 0.80% | Eaton Vance Management |
| 16 | GROWTH PORTFOLIO cheaper diff. adviser | 50% | 0.34% | Wellington Management Company LLP |
| 17 | Growth Stock Portfolio cheaper diff. adviser | 50% | 0.42% | Mason Street Advisors, LLC |
| 18 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 50% | — | Boston Management and Research |
| 19 | iShares ESG Aware MSCI USA Growth ETF · EGUS cheaper diff. adviser | 49% | 0.18% | BlackRock Fund Advisors |
| 20 | Appreciation Portfolio diff. adviser | 48% | 0.85% | BNY Mellon Investment Adviser, Inc. |
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