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 | Victory Pioneer Fund VCT Portfolio | 100% | 0.75% | Victory Capital Management Inc. |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 42% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX diff. adviser | 42% | 0.70% | Aristotle Investment Services, LLC |
| 4 | Congress Large Cap Growth Fund · CAMLX, CMLIX diff. adviser | 42% | 0.66% | Congress Asset Management Company |
| 5 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX | 42% | 0.71% | Victory Capital Management Inc. |
| 6 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 42% | 0.43% | Thrivent Financial for Lutherans |
| 7 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 42% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 8 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 42% | 0.44% | PGIM INVESTMENTS LLC |
| 9 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 41% | 0.78% | Kornitzer Capital Management, Inc. |
| 10 | Invesco V.I. American Franchise Fund diff. adviser | 41% | 0.85% | Invesco Advisers, Inc. |
| 11 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 41% | 0.25% | SSGA Funds Management, Inc. |
| 12 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 41% | 0.13% | SSGA Funds Management, Inc. |
| 13 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 41% | 0.85% | SSGA Funds Management, Inc. |
| 14 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 41% | 0.00% | American Century Investment Management, Inc. |
| 15 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 41% | 1.03% | Calamos Advisors LLC |
| 16 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 41% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 41% | 0.17% | SSGA Funds Management, Inc. |
| 18 | First Trust Multi-Manager Large Growth ETF · AFGR diff. adviser | 41% | 0.85% | First Trust Advisors L.P. |
| 19 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 40% | 0.63% | Parnassus Investments, LLC |
| 20 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 40% | 0.38% | SSGA Funds Management, Inc. |
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