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 Massachusetts Investors Growth Stock Portfolio | 95% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | Penn Series Large Cap Growth Fund diff. adviser | 94% | 0.86% | Penn Mutual Asset Management, LLC |
| 3 | MFS Global Growth Portfolio | 77% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX | 74% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 47% | 0.65% | UBS Asset Management (Americas) LLC |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX diff. adviser | 46% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | SFT Macquarie Growth Fund diff. adviser | 46% | 0.95% | Securian Asset Management, Inc. |
| 8 | Nomura VIP Growth Series diff. adviser | 46% | 1.00% | Macquarie Investment Management Business Trust |
| 9 | Penn Series Large Core Growth Fund diff. adviser | 45% | 0.85% | Penn Mutual Asset Management, LLC |
| 10 | Nomura VIP Growth Equity Series diff. adviser | 45% | 0.75% | Macquarie Investment Management Business Trust |
| 11 | MFS Active Growth ETF · MFSG | 44% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Nomura Focused Large Growth ETF · LRGG diff. adviser | 43% | 0.45% | Delaware Management Company |
| 13 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX | 43% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX | 42% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | MFS Investors Trust Series | 42% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | MFS Growth Series | 42% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 42% | 0.77% | Kornitzer Capital Management, Inc. |
| 18 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 42% | 1.10% | Gabelli Funds, LLC |
| 19 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 42% | 0.74% | New York Life Investment Management LLC |
| 20 | Growth Portfolio diff. adviser | 42% | 0.58% | Pacific Life Fund Advisors LLC |
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