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 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 39% | 0.77% | American Beacon Advisors, Inc. |
| 2 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX diff. adviser | 39% | 0.75% | Crossmark Global Investments, Inc. |
| 3 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX diff. adviser | 37% | 0.66% | Cantor Fitzgerald Investment Advisors, LP |
| 4 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper diff. adviser | 37% | 0.65% | Glenmede Investment Management LP |
| 5 | LVIP Nomura U.S. Growth Fund diff. adviser | 36% | 0.72% | Lincoln Financial Investments Corporation |
| 6 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX diff. adviser | 36% | 1.83% | Saratoga Capital Management, LLC |
| 7 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 36% | 0.15% | BlackRock Fund Advisors |
| 8 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 36% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 9 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 36% | 0.55% | Zacks Investment Management, Inc. |
| 10 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 35% | 0.57% | BlackRock Advisors, LLC |
| 11 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 35% | 0.99% | Charles Schwab Investment Management, Inc. |
| 12 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX cheaper diff. adviser | 35% | 0.65% | Equitable Investment Management, LLC |
| 13 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX | 35% | 0.72% | — |
| 14 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 34% | 0.65% | — |
| 15 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 34% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 16 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 34% | 0.57% | BlackRock Fund Advisors |
| 17 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 34% | 0.01% | American Century Investment Management, Inc. |
| 18 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper diff. adviser | 34% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 19 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 34% | 0.65% | First Trust Advisors L.P. |
| 20 | Capital Appreciation Fund · VAPPX diff. adviser | 34% | 0.73% | The Variable Annuity Life Insurance Company |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.