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 | Argent Large Cap ETF · ABIG cheaper diff. adviser | 46% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 45% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 3 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 45% | 0.00% | American Century Investment Management, Inc. |
| 4 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 45% | 1.10% | Gabelli Funds, LLC |
| 5 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 44% | 0.65% | UBS Asset Management (Americas) LLC |
| 6 | Penn Series Large Core Growth Fund diff. adviser | 44% | 0.85% | Penn Mutual Asset Management, LLC |
| 7 | Nomura VIP Growth Equity Series diff. adviser | 44% | 0.75% | Macquarie Investment Management Business Trust |
| 8 | Growth Portfolio cheaper diff. adviser | 44% | 0.58% | Pacific Life Fund Advisors LLC |
| 9 | MFS Growth Series cheaper diff. adviser | 44% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 44% | 0.56% | Macquarie Investment Management Business Trust |
| 11 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX cheaper diff. adviser | 44% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Nomura VIP Growth Series diff. adviser | 44% | 1.00% | Macquarie Investment Management Business Trust |
| 13 | SFT Macquarie Growth Fund diff. adviser | 44% | 0.95% | Securian Asset Management, Inc. |
| 14 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX cheaper diff. adviser | 44% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 15 | Franklin Large Cap Growth VIP Fund diff. adviser | 44% | 0.82% | Franklin Advisers, Inc. |
| 16 | Fidelity Fundamental Large Cap Growth ETF · FFLG cheaper diff. adviser | 43% | 0.38% | Fidelity Management & Research Company LLC |
| 17 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 43% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 18 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 43% | 0.57% | Harbor Capital Advisors, Inc. |
| 19 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 43% | 0.78% | Kornitzer Capital Management, Inc. |
| 20 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 43% | 0.59% | Principal Global Investors, LLC |
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