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 | Federated Hermes MDT Large Cap Growth ETF · FLCG cheaper | 69% | 0.39% | Federated Advisory Services Company, Federated MDTA LLC |
| 2 | M Large Cap Growth Fund · MTCGX cheaper | 68% | 0.58% | M Financial Investment Advisers, Inc. |
| 3 | Schwab Large-Cap Growth Fund · SWLSX | 62% | 0.99% | Charles Schwab Investment Management, Inc. |
| 4 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper | 62% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 5 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper | 62% | 0.57% | BlackRock Advisors, LLC |
| 6 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper | 61% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 7 | Federated Hermes MDT All Cap Core Fund · QAACX, QCACX, QIACX, QKACX | 60% | 0.74% | — |
| 8 | LVIP Nomura U.S. Growth Fund | 59% | 0.72% | Lincoln Financial Investments Corporation |
| 9 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper | 58% | 0.10% | WisdomTree Digital Management, Inc. |
| 10 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper | 58% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 11 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper | 58% | 0.01% | American Century Investment Management, Inc. |
| 12 | Fidelity Enhanced Large Cap Growth ETF · FELG cheaper | 58% | 0.18% | Fidelity Management & Research Company LLC |
| 13 | iShares Russell Top 200 Growth ETF · IWY cheaper | 58% | 0.20% | BlackRock Fund Advisors |
| 14 | EQ/Large Cap Growth Index Portfolio cheaper | 58% | 0.47% | Equitable Investment Management Group, LLC |
| 15 | VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO · IRLAX, IRLNX, IRLSX cheaper | 58% | 0.43% | Voya Investments, LLC |
| 16 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX | 58% | 0.77% | American Beacon Advisors, Inc. |
| 17 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper | 58% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper | 58% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper | 58% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | AZL Russell 1000 Growth Index Fund cheaper | 58% | 0.43% | Allianz Investment Management LLC |
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