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 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 59% | 0.72% | Lincoln Financial Investments Corporation |
| 2 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX cheaper diff. adviser | 58% | 0.74% | Columbia Management Investment Advisers, LLC |
| 3 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 57% | 0.01% | American Century Investment Management, Inc. |
| 4 | Carillon ClariVest Capital Appreciation Fund · HRCPX, HRCCX, HRCIX, HRCUX cheaper diff. adviser | 56% | 0.65% | Carillon Tower Advisers, Inc. |
| 5 | Systematic Growth Fund · VCBCX cheaper diff. adviser | 55% | 0.64% | The Variable Annuity Life Insurance Company |
| 6 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 55% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 7 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 55% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 8 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper diff. adviser | 54% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Steward Large Cap Growth Fund · SJGIX, SJGRX, SJGAX, SJGCX cheaper diff. adviser | 54% | 0.75% | Crossmark Global Investments, Inc. |
| 10 | Optimum Large Cap Growth Fund · OALGX, OCLGX, OILGX cheaper diff. adviser | 54% | 0.95% | Macquarie Investment Management Business Trust |
| 11 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND · VRGWX, VONG cheaper diff. adviser | 54% | 0.05% | The Vanguard Group, Inc. |
| 12 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 54% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 54% | 0.03% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 54% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | AZL Russell 1000 Growth Index Fund cheaper diff. adviser | 54% | 0.43% | Allianz Investment Management LLC |
| 16 | Nuveen Large Cap Growth Index Fund · TILIX, TRIRX, TRIHX, TRIWX cheaper diff. adviser | 54% | 0.00% | Teachers Advisors, LLC |
| 17 | EQ/Large Cap Growth Index Portfolio cheaper diff. adviser | 54% | 0.47% | Equitable Investment Management Group, LLC |
| 18 | iShares Russell 1000 Growth ETF · IWF cheaper diff. adviser | 54% | 0.18% | BlackRock Fund Advisors |
| 19 | PD Large-Cap Growth Index Portfolio cheaper diff. adviser | 54% | 0.17% | Pacific Life Fund Advisors LLC |
| 20 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 53% | 0.57% | BlackRock Advisors, LLC |
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