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 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX | 79% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Growth Portfolio diff. adviser | 78% | 0.58% | Pacific Life Fund Advisors LLC |
| 3 | MFS Growth Series | 78% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | JNL/T. Rowe Price Growth Stock Fund diff. adviser | 62% | 0.53% | Jackson National Asset Management, LLC |
| 5 | Penn Series Large Growth Stock Fund diff. adviser | 62% | 0.93% | Penn Mutual Asset Management, LLC |
| 6 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX diff. adviser | 62% | 0.62% | Virtus Investment Advisers, LLC |
| 7 | T. Rowe Price Growth Stock ETF · TGRW diff. adviser | 62% | 0.52% | T. Rowe Price Associates, Inc. |
| 8 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 62% | 0.35% | — |
| 9 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 61% | 0.56% | Brighthouse Investment Advisers, LLC |
| 10 | American Century Large Cap Growth ETF · ACGR cheaper | 61% | 0.39% | — |
| 11 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 61% | 0.80% | DWS Investment Management Americas, Inc. |
| 12 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 61% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 61% | 0.00% | American Century Investment Management, Inc. |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 60% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 60% | 1.10% | Gabelli Funds, LLC |
| 16 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 60% | 0.78% | Kornitzer Capital Management, Inc. |
| 17 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 18 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 60% | 0.99% | Charles Schwab Investment Management, Inc. |
| 19 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX diff. adviser | 59% | 0.70% | Aristotle Investment Services, LLC |
| 20 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 59% | 0.34% | J.P. Morgan Investment Management, Inc. |
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