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 | T. Rowe Price All-Cap Opportunities Portfolio · QAOSWX | 99% | 0.80% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX | 52% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | Variable Portfolio - Partners Core Equity Fund diff. adviser | 49% | 0.68% | Columbia Management Investment Advisers, LLC |
| 4 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX | 47% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX | 47% | 0.74% | T. Rowe Price Associates, Inc. |
| 6 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX | 47% | 0.56% | T. Rowe Price Associates, Inc. |
| 7 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX | 47% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Growth Stock Portfolio diff. adviser | 47% | 0.42% | Mason Street Advisors, LLC |
| 9 | MML Blue Chip Growth Fund diff. adviser | 47% | 0.77% | MML Investment Advisers, LLC |
| 10 | T. Rowe Price U.S. Equity Research ETF · TSPA | 46% | 0.34% | T. Rowe Price Associates, Inc. |
| 11 | Optimized Equity Income ETF · OEI | 46% | 0.75% | — |
| 12 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX diff. adviser | 46% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 13 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX | 46% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX | 45% | 0.74% | — |
| 15 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 45% | 1.07% | Lincoln Financial Investments Corporation |
| 16 | T. Rowe Price Blue Chip Growth ETF · TCHP | 45% | 0.57% | T. Rowe Price Associates, Inc. |
| 17 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX | 45% | 0.68% | T. Rowe Price Associates, Inc. |
| 18 | Bridge Builder Large Cap Growth Fund · BBGLX diff. adviser | 45% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 19 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 45% | 0.74% | Thrivent Asset Management, LLC |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 45% | — | — |
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