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 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 64% | 0.72% | Lincoln Financial Investments Corporation |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 62% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 61% | 0.01% | American Century Investment Management, Inc. |
| 4 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 61% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 5 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX diff. adviser | 61% | 0.75% | Crossmark Global Investments, Inc. |
| 6 | Systematic Growth Fund · VCBCX cheaper diff. adviser | 60% | 0.64% | The Variable Annuity Life Insurance Company |
| 7 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 8 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 59% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 9 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 59% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 59% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 59% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Nuveen Large Cap Growth Index Fund · TILIX, TRIRX, TRIHX, TRIWX cheaper diff. adviser | 58% | 0.00% | Teachers Advisors, LLC |
| 13 | Amplify CWP Growth & Income ETF cheaper | 58% | 0.56% | — |
| 14 | Federated Hermes MDT Large Cap Growth ETF · FLCG cheaper diff. adviser | 58% | 0.39% | Federated Advisory Services Company, Federated MDTA LLC |
| 15 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper diff. adviser | 58% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | SA MFS Large Cap Growth Portfolio cheaper diff. adviser | 58% | 0.69% | SunAmerica Asset Management, LLC |
| 17 | Fidelity Enhanced Large Cap Growth ETF · FELG cheaper diff. adviser | 58% | 0.18% | Fidelity Management & Research Company LLC |
| 18 | Crossmark Large Cap Growth ETF cheaper diff. adviser | 58% | 0.50% | Crossmark Global Investments, Inc. |
| 19 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX cheaper | 58% | 0.63% | Columbia Management Investment Advisers, LLC |
| 20 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND · VRGWX, VONG cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
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