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 | Virtus KAR Capital Growth Series | 100% | 1.03% | Virtus Investment Advisers, LLC |
| 2 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX | 46% | 0.75% | BAMCO, Inc. |
| 3 | Dana Unconstrained Equity ETF · DUNK | 45% | 0.75% | — |
| 4 | Prudentials Gibraltar Fund, Inc. cheaper | 42% | 0.64% | PGIM INVESTMENTS LLC |
| 5 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper | 42% | 0.62% | Virtus Investment Advisers, LLC |
| 6 | Franklin Focused Growth ETF cheaper | 41% | 0.55% | Franklin Advisers, Inc. |
| 7 | Franklin DynaTech VIP Fund | 41% | 0.87% | Franklin Advisers, Inc. |
| 8 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 41% | 0.35% | — |
| 9 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper | 41% | 0.44% | Franklin Advisers, Inc. |
| 10 | Zevenbergen Growth Fund · ZVNIX, ZVNBX | 40% | 1.00% | Zevenbergen Capital Investments LLC |
| 11 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX | 40% | 0.90% | Virtus Investment Advisers, LLC |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper | 40% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX | 40% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper | 40% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper | 40% | 0.59% | Principal Global Investors, LLC |
| 16 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper | 40% | 0.63% | Parnassus Investments, LLC |
| 17 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX cheaper | 40% | 0.60% | Brown Advisory LLC |
| 18 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper | 40% | 0.60% | Allspring Funds Management, LLC |
| 19 | PGIM Jennison Focused Growth ETF · PJFG | 40% | 0.75% | PGIM INVESTMENTS LLC |
| 20 | Jennison Growth Portfolio cheaper | 39% | 0.54% | Brighthouse Investment Advisers, LLC |
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