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 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 48% | 0.70% | Columbia Management Investment Advisers, LLC |
| 2 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 44% | 0.73% | Charles Schwab Investment Management, Inc. |
| 3 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 44% | 0.65% | Columbia Management Investment Advisers, LLC |
| 4 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 44% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 5 | Congress Large Cap Growth Fund · CAMLX, CMLIX cheaper diff. adviser | 44% | 0.66% | Congress Asset Management Company |
| 6 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 44% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 7 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX cheaper diff. adviser | 43% | 0.80% | DWS Investment Management Americas, Inc. |
| 8 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 43% | 0.75% | PGIM INVESTMENTS LLC |
| 9 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 43% | 0.72% | Columbia Management Investment Advisers, LLC |
| 10 | Schwab Large-Cap Growth Fund · SWLSX cheaper diff. adviser | 43% | 0.99% | Charles Schwab Investment Management, Inc. |
| 11 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 43% | 0.49% | Putnam Investment Management, LLC |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 43% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 42% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 14 | American Century Large Cap Growth ETF · ACGR cheaper | 42% | 0.39% | — |
| 15 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 42% | 0.38% | T. Rowe Price Associates, Inc. |
| 16 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 42% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | Amplify CWP Growth & Income ETF cheaper | 42% | 0.56% | — |
| 18 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 42% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX cheaper diff. adviser | 42% | 0.69% | Columbia Management Investment Advisers, LLC |
| 20 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 42% | 0.44% | PGIM INVESTMENTS LLC |
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