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 | Global Concentrated Portfolio · MLNIX, MLNAX, MLNCX, MLNSX | 68% | 0.95% | Morgan Stanley Investment Management Inc. |
| 2 | US Core Portfolio · MUOIX, MUOAX, MUOCX, MUOSX cheaper | 66% | 0.75% | Morgan Stanley Investment Management Inc. |
| 3 | Sapient Quality Select ETF cheaper | 44% | 0.80% | — |
| 4 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 42% | 0.75% | PGIM INVESTMENTS LLC |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 42% | 0.12% | Principal Global Investors, LLC |
| 6 | Large Cap Core Portfolio I diff. adviser | 40% | — | UBS Trust Company of Puerto Rico |
| 7 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 40% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 8 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 40% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 9 | Fidelity Equity Growth K6 Fund · FEGKX cheaper diff. adviser | 40% | 0.45% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper diff. adviser | 39% | 0.54% | Fidelity Management & Research Company LLC |
| 11 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 39% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 12 | Fidelity Advisor Series Equity Growth Fund · FMFMX cheaper diff. adviser | 39% | 0.00% | Fidelity Management & Research Company LLC |
| 13 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 39% | 0.57% | Harbor Capital Advisors, Inc. |
| 14 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 39% | 0.44% | PGIM INVESTMENTS LLC |
| 15 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 39% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 16 | Fidelity Growth Discovery Fund · FDSVX, FGDKX cheaper diff. adviser | 39% | 0.54% | Fidelity Management & Research Company LLC |
| 17 | VIP Growth Portfolio · QVG2Q cheaper diff. adviser | 39% | 0.56% | Fidelity Management & Research Company LLC |
| 18 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 39% | 0.79% | Swan Capital Management, LLC |
| 19 | Penn Series Large Growth Stock Fund cheaper diff. adviser | 39% | 0.93% | Penn Mutual Asset Management, LLC |
| 20 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 39% | 0.53% | Jackson National Asset Management, LLC |
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