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 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX cheaper diff. adviser | 58% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 2 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 56% | 0.65% | UBS Asset Management (Americas) LLC |
| 3 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 56% | 0.56% | Nuveen Fund Advisors, LLC |
| 4 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 56% | 0.75% | PGIM INVESTMENTS LLC |
| 5 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 55% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 6 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 55% | 0.99% | Charles Schwab Investment Management, Inc. |
| 7 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 54% | 0.60% | Allspring Funds Management, LLC |
| 8 | Aristotle Growth Equity Fund · ARIGX, ARAGX, AIGGX cheaper diff. adviser | 54% | 0.70% | Aristotle Investment Services, LLC |
| 9 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 54% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 10 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 54% | 0.00% | American Century Investment Management, Inc. |
| 11 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 54% | 0.67% | Transamerica Asset Management, Inc. |
| 12 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 53% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 53% | 0.57% | Harbor Capital Advisors, Inc. |
| 14 | American Century Large Cap Growth ETF · ACGR cheaper | 53% | 0.39% | — |
| 15 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 52% | 0.70% | Columbia Management Investment Advisers, LLC |
| 16 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 52% | 0.55% | Zacks Investment Management, Inc. |
| 17 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 52% | — | TIAA-CREF Investment Management, LLC |
| 18 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 52% | 0.53% | Jackson National Asset Management, LLC |
| 19 | Congress Large Cap Growth Fund · CAMLX, CMLIX cheaper diff. adviser | 52% | 0.66% | Congress Asset Management Company |
| 20 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 52% | 0.52% | T. Rowe Price Associates, Inc. |
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