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 | UBS US Quality Growth At Reasonable Price Fund · QGRPX | 55% | 0.65% | UBS Asset Management (Americas) LLC |
| 2 | Growth Fund · HNASX | 53% | 0.82% | Homestead Advisers Corp. |
| 3 | Crossmark Large Cap Growth ETF cheaper | 52% | 0.50% | Crossmark Global Investments, Inc. |
| 4 | American Century Large Cap Growth ETF · ACGR cheaper | 52% | 0.39% | — |
| 5 | T. Rowe Price Large-Cap Growth Fund · TRLGX, TRGOX cheaper | 52% | 0.55% | T. Rowe Price Associates, Inc. |
| 6 | Neuberger Berman Growth ETF · NBGX cheaper | 51% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 7 | T. Rowe Price Growth ETF · TGRT cheaper | 51% | 0.38% | T. Rowe Price Associates, Inc. |
| 8 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper | 50% | 0.59% | Principal Global Investors, LLC |
| 9 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper | 50% | 0.00% | American Century Investment Management, Inc. |
| 10 | Bridges Investment Fund · BRGIX | 50% | 0.71% | Bridges Investment Management Inc |
| 11 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX | 50% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | Schwab Large-Cap Growth Fund · SWLSX | 50% | 0.99% | Charles Schwab Investment Management, Inc. |
| 13 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX | 49% | 1.10% | Gabelli Funds, LLC |
| 14 | Nuveen Growth Opportunities ETF · NUGO cheaper | 49% | 0.56% | Nuveen Fund Advisors, LLC |
| 15 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper | 49% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 16 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX | 49% | 1.03% | Calamos Advisors LLC |
| 17 | State Street Premier Growth Equity V.I.S. Fund · SPGSX | 49% | 0.86% | SSGA Funds Management, Inc. |
| 18 | T. Rowe Price Growth Stock ETF · TGRW cheaper | 49% | 0.52% | T. Rowe Price Associates, Inc. |
| 19 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper | 49% | 0.44% | PGIM INVESTMENTS LLC |
| 20 | Saturna Growth Fund · SSGFX, SGZFX | 49% | 0.75% | SATURNA CAPITAL CORPORATION |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.