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 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper | 70% | 0.59% | DWS Investment Management Americas, Inc. |
| 2 | DWS Capital Growth VIP cheaper | 70% | 0.49% | DWS Investment Management Americas, Inc. |
| 3 | Penn Series Large Growth Stock Fund diff. adviser | 66% | 0.93% | Penn Mutual Asset Management, LLC |
| 4 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 66% | 0.53% | Jackson National Asset Management, LLC |
| 5 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 66% | 0.52% | T. Rowe Price Associates, Inc. |
| 6 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 65% | 0.56% | Brighthouse Investment Advisers, LLC |
| 7 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX cheaper diff. adviser | 65% | 0.70% | Aristotle Investment Services, LLC |
| 8 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO cheaper diff. adviser | 64% | 0.71% | Voya Investments, LLC |
| 9 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 64% | 0.00% | T. Rowe Price Associates, Inc. |
| 10 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 64% | 0.38% | T. Rowe Price Associates, Inc. |
| 11 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 64% | 0.00% | American Century Investment Management, Inc. |
| 12 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 64% | 0.70% | Columbia Management Investment Advisers, LLC |
| 13 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 63% | 0.65% | UBS Asset Management (Americas) LLC |
| 14 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 63% | 0.65% | Columbia Management Investment Advisers, LLC |
| 15 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 63% | 0.62% | Virtus Investment Advisers, LLC |
| 16 | Growth Fund · HNASX diff. adviser | 62% | 0.82% | Homestead Advisers Corp. |
| 17 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 62% | 0.35% | — |
| 18 | T. Rowe Price Large-Cap Growth Fund · TRLGX, TRGOX cheaper diff. adviser | 62% | 0.55% | T. Rowe Price Associates, Inc. |
| 19 | Voya Large Cap Growth Portfolio · IEOPX, IEOHX, IEOSX, IEOTX, VRLCX cheaper diff. adviser | 62% | 0.67% | Voya Investments, LLC |
| 20 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 62% | 0.72% | Columbia Management Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.