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 | EQ/Invesco Global Portfolio cheaper diff. adviser | 100% | 0.85% | Equitable Investment Management Group, LLC |
| 2 | JNL/Invesco Global Growth Fund cheaper diff. adviser | 99% | 0.67% | Jackson National Asset Management, LLC |
| 3 | Invesco Global Equity Portfolio cheaper diff. adviser | 98% | 0.58% | Brighthouse Investment Advisers, LLC |
| 4 | MML Global Fund cheaper | 97% | 0.81% | MML Investment Advisers, LLC |
| 5 | Invesco Global Fund cheaper diff. adviser | 77% | 0.70% | Invesco Advisers, Inc. |
| 6 | Invesco V.I. Global Fund cheaper diff. adviser | 72% | 0.81% | Invesco Advisers, Inc. |
| 7 | Invesco Global Focus Fund cheaper diff. adviser | 53% | 0.87% | Invesco Advisers, Inc. |
| 8 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 42% | 0.65% | UBS Asset Management (Americas) LLC |
| 9 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 42% | 1.03% | Calamos Advisors LLC |
| 10 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 42% | 0.99% | Charles Schwab Investment Management, Inc. |
| 11 | Suncoast Select Growth ETF · SEMG cheaper | 41% | 0.60% | — |
| 12 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper diff. adviser | 41% | 0.87% | Columbia Management Investment Advisers, LLC |
| 13 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 41% | 0.54% | CastleArk Management, LLC |
| 14 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 41% | 0.53% | Jackson National Asset Management, LLC |
| 15 | Penn Series Large Growth Stock Fund diff. adviser | 41% | 0.93% | Penn Mutual Asset Management, LLC |
| 16 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 40% | 0.56% | Brighthouse Investment Advisers, LLC |
| 17 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 40% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 18 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 40% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 19 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 20 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 40% | 1.28% | Sparrow Capital Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.