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 | Parnassus Core Equity Fund · PRBLX, PRILX | 73% | 0.61% | Parnassus Investments, LLC |
| 2 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 46% | 0.90% | Calamos Advisors LLC |
| 3 | Parnassus Growth Equity Fund · PFGEX, PFPGX | 46% | 0.63% | Parnassus Investments, LLC |
| 4 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 44% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 5 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 44% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 6 | Bridges Investment Fund · BRGIX diff. adviser | 44% | 0.71% | Bridges Investment Management Inc |
| 7 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 44% | 0.17% | SSGA Funds Management, Inc. |
| 8 | Saturna Growth Fund · SSGFX, SGZFX diff. adviser | 44% | 0.75% | SATURNA CAPITAL CORPORATION |
| 9 | Argent Large Cap ETF · ABIG cheaper diff. adviser | 44% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 44% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 11 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 43% | 0.56% | Nuveen Fund Advisors, LLC |
| 12 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 42% | 0.56% | Macquarie Investment Management Business Trust |
| 13 | ALTA QUALITY GROWTH FUND · AQLGX | 42% | 0.79% | — |
| 14 | Nomura VIP Growth Series diff. adviser | 42% | 1.00% | Macquarie Investment Management Business Trust |
| 15 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 42% | 0.65% | UBS Asset Management (Americas) LLC |
| 16 | SFT Macquarie Growth Fund diff. adviser | 42% | 0.95% | Securian Asset Management, Inc. |
| 17 | Penn Series Large Core Growth Fund diff. adviser | 42% | 0.85% | Penn Mutual Asset Management, LLC |
| 18 | Nomura VIP Growth Equity Series diff. adviser | 42% | 0.75% | Macquarie Investment Management Business Trust |
| 19 | Jensen Quality Growth ETF · JGRW cheaper | 42% | 0.57% | — |
| 20 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 42% | 0.25% | SSGA Funds Management, Inc. |
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