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 | Columbia Variable Portfolio - Large Cap Growth Fund | 87% | 0.72% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper | 87% | 0.65% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX cheaper | 74% | 0.69% | Columbia Management Investment Advisers, LLC |
| 4 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 66% | 0.99% | Charles Schwab Investment Management, Inc. |
| 5 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 65% | 0.53% | Jackson National Asset Management, LLC |
| 6 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 65% | 0.52% | T. Rowe Price Associates, Inc. |
| 7 | Penn Series Large Growth Stock Fund diff. adviser | 65% | 0.93% | Penn Mutual Asset Management, LLC |
| 8 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 65% | 0.56% | Nuveen Fund Advisors, LLC |
| 9 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 65% | 0.56% | Brighthouse Investment Advisers, LLC |
| 10 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 64% | 0.00% | American Century Investment Management, Inc. |
| 11 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 64% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 64% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 64% | 0.62% | Virtus Investment Advisers, LLC |
| 14 | State Street Premier Growth Equity V.I.S. Fund · SPGSX diff. adviser | 64% | 0.86% | SSGA Funds Management, Inc. |
| 15 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 64% | 0.80% | DWS Investment Management Americas, Inc. |
| 16 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 64% | 0.62% | Virtus Investment Advisers, LLC |
| 17 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX diff. adviser | 64% | 0.70% | Aristotle Investment Services, LLC |
| 18 | American Century Large Cap Growth ETF · ACGR cheaper | 64% | 0.39% | — |
| 19 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 63% | 0.05% | The Vanguard Group, Inc. |
| 20 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 63% | 0.35% | — |
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