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 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 52% | — | Boston Management and Research |
| 2 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 50% | 0.71% | Bridges Investment Management Inc |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 50% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 49% | 0.90% | Calamos Advisors LLC |
| 5 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 49% | 0.70% | Columbia Management Investment Advisers, LLC |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 49% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | SFT Macquarie Growth Fund cheaper diff. adviser | 49% | 0.95% | Securian Asset Management, Inc. |
| 8 | Nomura VIP Growth Series diff. adviser | 49% | 1.00% | Macquarie Investment Management Business Trust |
| 9 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 49% | 0.81% | H.M. Payson & Co. |
| 10 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX cheaper diff. adviser | 49% | 0.70% | Aristotle Investment Services, LLC |
| 11 | Penn Series Large Core Growth Fund cheaper diff. adviser | 48% | 0.85% | Penn Mutual Asset Management, LLC |
| 12 | Nomura VIP Growth Equity Series cheaper diff. adviser | 48% | 0.75% | Macquarie Investment Management Business Trust |
| 13 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 48% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 14 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX cheaper diff. adviser | 48% | 0.79% | Boston Management and Research |
| 15 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 48% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 16 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 48% | 0.35% | — |
| 17 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 47% | 0.56% | Nuveen Fund Advisors, LLC |
| 18 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 47% | 0.73% | Charles Schwab Investment Management, Inc. |
| 19 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 47% | 1.03% | Calamos Advisors LLC |
| 20 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 47% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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