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 | Polen Focus Growth ETF cheaper | 96% | 0.49% | — |
| 2 | Polen Global Growth Fund · PGIRX, PGIIX | 67% | 1.01% | Polen Capital Management, L.L.C. |
| 3 | Polen Capital Global Growth ETF cheaper diff. adviser | 63% | 0.85% | IM Global Partner Fund Management, LLC |
| 4 | Dana Unconstrained Equity ETF · DUNK cheaper | 47% | 0.75% | — |
| 5 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 47% | 0.64% | PGIM INVESTMENTS LLC |
| 6 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 46% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 7 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 46% | 0.77% | TCW Investment Management Company LLC |
| 8 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 45% | 0.37% | UBS Asset Management (Americas) LLC |
| 9 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 45% | 0.72% | New York Life Investment Management LLC |
| 10 | GROWTH PORTFOLIO cheaper diff. adviser | 44% | 0.34% | Wellington Management Company LLP |
| 11 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 44% | 2.42% | Saratoga Capital Management, LLC |
| 12 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 44% | 0.72% | New York Life Investment Management LLC |
| 13 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 43% | 0.63% | New York Life Investment Management LLC |
| 14 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 43% | 0.58% | Principal Global Investors, LLC |
| 15 | Growth Stock Portfolio cheaper diff. adviser | 42% | 0.42% | Mason Street Advisors, LLC |
| 16 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 42% | 0.57% | T. Rowe Price Associates, Inc. |
| 17 | MML Blue Chip Growth Fund cheaper diff. adviser | 41% | 0.77% | MML Investment Advisers, LLC |
| 18 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 41% | 0.74% | — |
| 19 | Blue Chip Account cheaper diff. adviser | 41% | 0.90% | Principal Global Investors, LLC |
| 20 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 41% | 0.57% | Principal Global Investors, LLC |
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