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 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 36% | 0.45% | Delaware Management Company |
| 2 | Penn Series Large Core Growth Fund cheaper diff. adviser | 35% | 0.85% | Penn Mutual Asset Management, LLC |
| 3 | Nomura VIP Growth Equity Series cheaper diff. adviser | 35% | 0.75% | Macquarie Investment Management Business Trust |
| 4 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 35% | 0.77% | Kornitzer Capital Management, Inc. |
| 5 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 35% | 0.56% | Macquarie Investment Management Business Trust |
| 6 | SFT Macquarie Growth Fund cheaper diff. adviser | 35% | 0.95% | Securian Asset Management, Inc. |
| 7 | Nomura VIP Growth Series diff. adviser | 35% | 1.00% | Macquarie Investment Management Business Trust |
| 8 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 35% | 0.77% | John Hancock Investment Management LLC |
| 9 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 35% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 35% | 0.74% | Thrivent Asset Management, LLC |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 35% | 0.43% | Thrivent Financial for Lutherans |
| 12 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 34% | 0.66% | MML Investment Advisers, LLC |
| 13 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 34% | 0.69% | Columbia Management Investment Advisers, LLC |
| 14 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper diff. adviser | 34% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 15 | State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF · NZUS cheaper diff. adviser | 34% | 0.10% | SSGA Funds Management, Inc. |
| 16 | Victory Growth Fund · USAAX, UIGRX cheaper diff. adviser | 34% | 0.89% | Victory Capital Management Inc. |
| 17 | iShares Paris-Aligned Climate Optimized MSCI USA ETF · PABU cheaper diff. adviser | 34% | 0.10% | BlackRock Fund Advisors |
| 18 | Blue Chip Account cheaper diff. adviser | 34% | 0.90% | Principal Global Investors, LLC |
| 19 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 34% | 0.00% | American Century Investment Management, Inc. |
| 20 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 34% | 0.57% | Principal Global Investors, LLC |
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