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 | Blue Chip Account | 98% | 0.90% | Principal Global Investors, LLC |
| 2 | Principal Focused Blue Chip ETF · BCHP | 86% | 0.58% | Principal Global Investors, LLC |
| 3 | CTIVP - Principal Large Cap Growth Fund diff. adviser | 75% | 0.69% | Columbia Management Investment Advisers, LLC |
| 4 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 56% | 1.10% | Gabelli Funds, LLC |
| 5 | Prudentials Gibraltar Fund, Inc. diff. adviser | 53% | 0.64% | PGIM INVESTMENTS LLC |
| 6 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 53% | 0.77% | Kornitzer Capital Management, Inc. |
| 7 | T. Rowe Price Blue Chip Growth ETF · TCHP diff. adviser | 51% | 0.57% | T. Rowe Price Associates, Inc. |
| 8 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX diff. adviser | 51% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 9 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX | 51% | 0.74% | — |
| 10 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX diff. adviser | 51% | 0.59% | Harbor Capital Advisors, Inc. |
| 11 | PSF PGIM Jennison Growth Portfolio diff. adviser | 50% | 0.60% | PGIM INVESTMENTS LLC |
| 12 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX | 50% | 0.57% | — |
| 13 | MML Blue Chip Growth Fund diff. adviser | 50% | 0.77% | MML Investment Advisers, LLC |
| 14 | Fidelity Magellan ETF · FMAG diff. adviser | 50% | 0.57% | Fidelity Management & Research Company LLC |
| 15 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 50% | 0.00% | T. Rowe Price Associates, Inc. |
| 16 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX diff. adviser | 50% | 0.74% | T. Rowe Price Associates, Inc. |
| 17 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 50% | 0.56% | T. Rowe Price Associates, Inc. |
| 18 | Jennison Growth Portfolio cheaper diff. adviser | 50% | 0.54% | Brighthouse Investment Advisers, LLC |
| 19 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX diff. adviser | 50% | 0.67% | PGIM INVESTMENTS LLC |
| 20 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 49% | 0.71% | Voya Investments, LLC |
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