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 | Neuberger Berman Growth ETF · NBGX cheaper | 93% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 66% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX | 66% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 4 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 66% | 1.10% | Gabelli Funds, LLC |
| 5 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 63% | 0.44% | PGIM INVESTMENTS LLC |
| 6 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 62% | 0.75% | PGIM INVESTMENTS LLC |
| 7 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 61% | 0.53% | Jackson National Asset Management, LLC |
| 8 | Penn Series Large Growth Stock Fund diff. adviser | 60% | 0.93% | Penn Mutual Asset Management, LLC |
| 9 | Zacks Focus Growth ETF · GROZ diff. adviser | 60% | 0.55% | Zacks Investment Management, Inc. |
| 10 | Harbor Long-Term Growers ETF · WINN diff. adviser | 60% | 0.57% | Harbor Capital Advisors, Inc. |
| 11 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 60% | 0.56% | Brighthouse Investment Advisers, LLC |
| 12 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 60% | 0.52% | T. Rowe Price Associates, Inc. |
| 13 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX diff. adviser | 59% | 0.62% | Virtus Investment Advisers, LLC |
| 14 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 59% | 0.00% | American Century Investment Management, Inc. |
| 15 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX diff. adviser | 59% | 0.59% | Harbor Capital Advisors, Inc. |
| 16 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 59% | 0.38% | T. Rowe Price Associates, Inc. |
| 17 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 59% | 0.65% | UBS Asset Management (Americas) LLC |
| 18 | Jennison Growth Portfolio cheaper diff. adviser | 59% | 0.54% | Brighthouse Investment Advisers, LLC |
| 19 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 59% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX | 58% | 0.57% | — |
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