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 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 67% | 2.42% | Saratoga Capital Management, LLC |
| 2 | SA AB Growth Portfolio cheaper diff. adviser | 52% | 0.63% | SunAmerica Asset Management, LLC |
| 3 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 51% | 0.63% | New York Life Investment Management LLC |
| 4 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 51% | 0.64% | PGIM INVESTMENTS LLC |
| 5 | Jennison Growth Portfolio cheaper diff. adviser | 50% | 0.54% | Brighthouse Investment Advisers, LLC |
| 6 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 50% | 0.59% | Harbor Capital Advisors, Inc. |
| 7 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 50% | 0.57% | — |
| 8 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 50% | 0.50% | New York Life Investment Management LLC |
| 9 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 50% | 0.60% | PGIM INVESTMENTS LLC |
| 10 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX diff. adviser | 50% | 1.16% | Virtus Investment Advisers, LLC |
| 11 | Monopoly ETF cheaper | 49% | 0.79% | — |
| 12 | WHITE OAK SELECT GROWTH FUND · WOGSX | 49% | 0.90% | Oak Associates, Ltd. |
| 13 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 49% | 0.50% | AllianceBernstein L.P. |
| 14 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 48% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 15 | Eaton Vance Enhanced Equity Income Fund II | 48% | — | — |
| 16 | Capital Group U.S. Large Growth ETF · CGGG cheaper | 48% | 0.39% | — |
| 17 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX cheaper | 47% | 0.72% | — |
| 18 | Janus Henderson Research Portfolio · JAGRX cheaper diff. adviser | 47% | 0.67% | Janus Henderson Investors US LLC |
| 19 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 47% | 0.63% | Lincoln Financial Investments Corporation |
| 20 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 47% | 0.77% | John Hancock Investment Management LLC |
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