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 | Marsico Growth Fund · MGRIX, MIGWX | 73% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 2 | Marsico Global Fund · MGLBX, MIGOX | 60% | 1.06% | MARSICO CAPITAL MANAGEMENT, LLC |
| 3 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 51% | 0.62% | Virtus Investment Advisers, LLC |
| 4 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 49% | 0.35% | — |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 48% | 0.12% | Principal Global Investors, LLC |
| 6 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 47% | 0.75% | PGIM INVESTMENTS LLC |
| 7 | Jennison Growth Portfolio cheaper diff. adviser | 47% | 0.54% | Brighthouse Investment Advisers, LLC |
| 8 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 47% | 0.63% | Parnassus Investments, LLC |
| 9 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 46% | 1.10% | Gabelli Funds, LLC |
| 10 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 46% | 0.67% | PGIM INVESTMENTS LLC |
| 11 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 46% | 0.60% | PGIM INVESTMENTS LLC |
| 12 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 46% | 0.57% | — |
| 13 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 46% | 0.55% | Zacks Investment Management, Inc. |
| 14 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper diff. adviser | 45% | 0.69% | Waycross Partners, LLC |
| 15 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 45% | 0.59% | Harbor Capital Advisors, Inc. |
| 16 | Hodges Blue Chip Equity Income Fund diff. adviser | 45% | 1.30% | Hodges Capital Management, Inc. |
| 17 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 45% | 0.43% | Thrivent Financial for Lutherans |
| 18 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 45% | 0.62% | Virtus Investment Advisers, LLC |
| 19 | Invesco V.I. American Franchise Fund cheaper diff. adviser | 45% | 0.85% | Invesco Advisers, Inc. |
| 20 | Sapient Quality Select ETF cheaper | 45% | 0.80% | — |
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