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 | Plumb Balanced Fund · PLBBX, PLIBX, PLABX cheaper | 55% | 1.19% | Wisconsin Capital Management, LLC |
| 2 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 45% | 0.62% | Virtus Investment Advisers, LLC |
| 3 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 44% | 0.49% | Putnam Investment Management, LLC |
| 4 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 44% | 0.71% | Bridges Investment Management Inc |
| 5 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 44% | 0.35% | — |
| 6 | Growth Fund · HNASX cheaper diff. adviser | 44% | 0.82% | Homestead Advisers Corp. |
| 7 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX cheaper diff. adviser | 43% | 0.80% | DWS Investment Management Americas, Inc. |
| 8 | T. Rowe Price Large-Cap Growth Fund · TRLGX, TRGOX cheaper diff. adviser | 43% | 0.55% | T. Rowe Price Associates, Inc. |
| 9 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 43% | 0.38% | T. Rowe Price Associates, Inc. |
| 10 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX cheaper diff. adviser | 43% | 1.10% | Gabelli Funds, LLC |
| 11 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 43% | 0.52% | T. Rowe Price Associates, Inc. |
| 12 | Penn Series Large Growth Stock Fund cheaper diff. adviser | 43% | 0.93% | Penn Mutual Asset Management, LLC |
| 13 | Penn Series Large Core Growth Fund cheaper diff. adviser | 43% | 0.85% | Penn Mutual Asset Management, LLC |
| 14 | Nomura VIP Growth Equity Series cheaper diff. adviser | 43% | 0.75% | Macquarie Investment Management Business Trust |
| 15 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 43% | 0.53% | Jackson National Asset Management, LLC |
| 16 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 43% | 0.56% | Macquarie Investment Management Business Trust |
| 17 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 43% | 0.56% | Brighthouse Investment Advisers, LLC |
| 18 | Nomura VIP Growth Series cheaper diff. adviser | 43% | 1.00% | Macquarie Investment Management Business Trust |
| 19 | SFT Macquarie Growth Fund cheaper diff. adviser | 42% | 0.95% | Securian Asset Management, Inc. |
| 20 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 42% | 0.56% | Nuveen Fund Advisors, LLC |
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