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 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX diff. adviser | 40% | 0.46% | Franklin Advisers, Inc. |
| 2 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 38% | 1.10% | Gabelli Funds, LLC |
| 3 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 38% | 0.00% | Gabelli Funds, LLC |
| 4 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 37% | 0.65% | UBS Asset Management (Americas) LLC |
| 5 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 37% | 0.63% | New York Life Investment Management LLC |
| 6 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 37% | 0.90% | Gabelli Funds, LLC |
| 7 | Nicholas Fund, Inc. · NICSX diff. adviser | 37% | 0.70% | Nicholas Company, Inc. |
| 8 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 37% | 1.00% | Sit Investment Associates, Inc. |
| 9 | MFS Massachusetts Investors Growth Stock Portfolio diff. adviser | 36% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 36% | 0.57% | BlackRock Advisors, LLC |
| 11 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 36% | — | Boston Management and Research |
| 12 | Penn Series Large Cap Growth Fund diff. adviser | 36% | 0.86% | Penn Mutual Asset Management, LLC |
| 13 | BlackRock Advantage Large Cap Core Fund diff. adviser | 36% | 0.43% | BlackRock Advisors, LLC |
| 14 | ELFUN TRUSTS · ELFNX diff. adviser | 36% | 0.17% | SSGA Funds Management, Inc. |
| 15 | NYLI VP Winslow Large Cap Growth Portfolio diff. adviser | 36% | 0.74% | New York Life Investment Management LLC |
| 16 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX diff. adviser | 36% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | MFS Investors Trust Series diff. adviser | 35% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX diff. adviser | 35% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 35% | 0.74% | New York Life Investment Management LLC |
| 20 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX diff. adviser | 35% | 0.62% | Virtus Investment Advisers, LLC |
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