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 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX cheaper diff. adviser | 61% | 0.74% | Columbia Management Investment Advisers, LLC |
| 2 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 60% | 0.72% | Lincoln Financial Investments Corporation |
| 3 | Systematic Growth Fund · VCBCX cheaper diff. adviser | 58% | 0.64% | The Variable Annuity Life Insurance Company |
| 4 | Crossmark Large Cap Growth ETF cheaper | 57% | 0.50% | Crossmark Global Investments, Inc. |
| 5 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 57% | 0.01% | American Century Investment Management, Inc. |
| 6 | SA MFS Large Cap Growth Portfolio cheaper diff. adviser | 56% | 0.69% | SunAmerica Asset Management, LLC |
| 7 | The Growth Fund · CFGRX cheaper diff. adviser | 56% | 0.73% | Commerce Investment Advisors, Inc. |
| 8 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper diff. adviser | 56% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Steward Large Cap Core Fund · SJCAX, SJCCX, SJCRX, SJCIX | 55% | 0.75% | Crossmark Global Investments, Inc. |
| 10 | Fidelity Enhanced Large Cap Growth ETF · FELG cheaper diff. adviser | 55% | 0.18% | Fidelity Management & Research Company LLC |
| 11 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX diff. adviser | 54% | 1.83% | Saratoga Capital Management, LLC |
| 12 | Optimum Large Cap Growth Fund · OALGX, OCLGX, OILGX diff. adviser | 54% | 0.95% | Macquarie Investment Management Business Trust |
| 13 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX cheaper diff. adviser | 54% | 0.65% | Equitable Investment Management, LLC |
| 14 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 54% | 0.49% | Putnam Investment Management, LLC |
| 15 | American Century Large Cap Growth ETF · ACGR cheaper | 54% | 0.39% | — |
| 16 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 54% | 0.99% | Charles Schwab Investment Management, Inc. |
| 17 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 53% | 0.05% | The Vanguard Group, Inc. |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 53% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | Carillon ClariVest Capital Appreciation Fund · HRCPX, HRCCX, HRCIX, HRCUX cheaper diff. adviser | 53% | 0.65% | Carillon Tower Advisers, Inc. |
| 20 | PRAXIS GROWTH INDEX FUND · MGNDX, MMDEX cheaper diff. adviser | 53% | 0.35% | Everence Capital Management, Inc. |
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