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 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 56% | 0.99% | Charles Schwab Investment Management, Inc. |
| 2 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 55% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 3 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 55% | 0.79% | — |
| 4 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 55% | 0.99% | Advisors Preferred, LLC |
| 5 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 55% | 0.49% | Putnam Investment Management, LLC |
| 6 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX cheaper diff. adviser | 54% | 0.79% | Boston Management and Research |
| 7 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 54% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 8 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 53% | — | Boston Management and Research |
| 9 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 53% | 0.12% | Principal Global Investors, LLC |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 53% | 0.20% | Invesco Capital Management LLC |
| 11 | American Century Large Cap Growth ETF · ACGR cheaper | 53% | 0.39% | — |
| 12 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 53% | 0.00% | American Century Investment Management, Inc. |
| 13 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 53% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 52% | 0.44% | PGIM INVESTMENTS LLC |
| 15 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX cheaper diff. adviser | 52% | 0.80% | DWS Investment Management Americas, Inc. |
| 16 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 52% | 0.73% | Charles Schwab Investment Management, Inc. |
| 17 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 52% | 0.59% | — |
| 18 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 52% | 0.52% | T. Rowe Price Associates, Inc. |
| 19 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 52% | 0.57% | Harbor Capital Advisors, Inc. |
| 20 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 52% | 0.10% | WisdomTree Digital Management, Inc. |
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