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 Fund · PRWAX, PAWAX, PNAIX, PNZAX cheaper | 99% | 0.00% | T. Rowe Price Associates, Inc. |
| 2 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper | 51% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | Variable Portfolio - Partners Core Equity Fund cheaper diff. adviser | 49% | 0.68% | Columbia Management Investment Advisers, LLC |
| 4 | T. Rowe Price U.S. Equity Research Fund · PRCOX, PACOX, RRCOX, PCCOX, PCUZX cheaper | 47% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX cheaper | 47% | 0.74% | T. Rowe Price Associates, Inc. |
| 6 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper | 47% | 0.56% | T. Rowe Price Associates, Inc. |
| 7 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper | 47% | 0.00% | T. Rowe Price Associates, Inc. |
| 8 | Growth Stock Portfolio cheaper diff. adviser | 46% | 0.42% | Mason Street Advisors, LLC |
| 9 | MML Blue Chip Growth Fund cheaper diff. adviser | 46% | 0.77% | MML Investment Advisers, LLC |
| 10 | T. Rowe Price U.S. Equity Research ETF · TSPA cheaper | 46% | 0.34% | T. Rowe Price Associates, Inc. |
| 11 | Optimized Equity Income ETF · OEI cheaper | 46% | 0.75% | — |
| 12 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX cheaper | 46% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX cheaper diff. adviser | 45% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 14 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 45% | 1.07% | Lincoln Financial Investments Corporation |
| 15 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 45% | 0.74% | — |
| 16 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper diff. adviser | 45% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX cheaper | 45% | 0.68% | T. Rowe Price Associates, Inc. |
| 18 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 45% | 0.74% | Thrivent Asset Management, LLC |
| 19 | VistaShares Target 15 S&P 100 Distribution ETF | 45% | — | — |
| 20 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper | 45% | 0.57% | T. Rowe Price Associates, Inc. |
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