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 Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX | 66% | 0.95% | Morgan Stanley Investment Management Inc. |
| 2 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 56% | 0.75% | PGIM INVESTMENTS LLC |
| 3 | Global Concentrated Portfolio · MLNIX, MLNAX, MLNCX, MLNSX | 54% | 0.95% | Morgan Stanley Investment Management Inc. |
| 4 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 53% | 0.55% | Zacks Investment Management, Inc. |
| 5 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 53% | 0.20% | BlackRock Fund Advisors |
| 6 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 53% | 0.56% | Nuveen Fund Advisors, LLC |
| 7 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 53% | 0.00% | American Century Investment Management, Inc. |
| 8 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 53% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 9 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 52% | 0.53% | Jackson National Asset Management, LLC |
| 10 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 52% | 0.67% | Transamerica Asset Management, Inc. |
| 11 | Transamerica WMC US Growth VP cheaper diff. adviser | 52% | 0.64% | Transamerica Asset Management, Inc. |
| 12 | Penn Series Large Growth Stock Fund diff. adviser | 52% | 0.93% | Penn Mutual Asset Management, LLC |
| 13 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 52% | 0.52% | T. Rowe Price Associates, Inc. |
| 14 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 52% | 0.57% | Harbor Capital Advisors, Inc. |
| 15 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 52% | 0.67% | PGIM INVESTMENTS LLC |
| 16 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 51% | 0.56% | Brighthouse Investment Advisers, LLC |
| 17 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 51% | 0.35% | — |
| 18 | American Century Large Cap Growth ETF · ACGR cheaper | 51% | 0.39% | — |
| 19 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 51% | 0.38% | T. Rowe Price Associates, Inc. |
| 20 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 51% | 0.00% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.