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 | ALTA QUALITY GROWTH FUND · AQLGX | 46% | 0.79% | — |
| 2 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX diff. adviser | 46% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 3 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 46% | 0.28% | WisdomTree Asset Management, Inc. |
| 4 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
| 5 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 45% | 0.77% | American Beacon Advisors, Inc. |
| 6 | NAA LARGE GROWTH SERIES diff. adviser | 45% | 1.04% | New Age Alpha Advisors, LLC |
| 7 | Jensen Quality Growth ETF · JGRW | 45% | 0.57% | — |
| 8 | PRAXIS GROWTH INDEX FUND · MGNDX, MMDEX cheaper diff. adviser | 45% | 0.35% | Everence Capital Management, Inc. |
| 9 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 45% | 0.57% | BlackRock Advisors, LLC |
| 10 | Innovator Hedged Nasdaq-100 ETF diff. adviser | 45% | 0.79% | Innovator Capital Management, LLC |
| 11 | Transamerica WMC US Growth VP diff. adviser | 44% | 0.64% | Transamerica Asset Management, Inc. |
| 12 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 44% | 0.65% | UBS Asset Management (Americas) LLC |
| 13 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 44% | 0.99% | Charles Schwab Investment Management, Inc. |
| 14 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX diff. adviser | 44% | 0.67% | Transamerica Asset Management, Inc. |
| 15 | Parnassus Core Equity Fund · PRBLX, PRILX diff. adviser | 44% | 0.61% | Parnassus Investments, LLC |
| 16 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 44% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | Invesco V.I. Core Equity Fund diff. adviser | 44% | 0.80% | Invesco Advisers, Inc. |
| 18 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX diff. adviser | 44% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 19 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 44% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 20 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX diff. adviser | 44% | 0.59% | Principal Global Investors, LLC |
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