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 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 60% | 0.53% | Jackson National Asset Management, LLC |
| 2 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 60% | 1.10% | Gabelli Funds, LLC |
| 3 | Penn Series Large Growth Stock Fund diff. adviser | 60% | 0.93% | Penn Mutual Asset Management, LLC |
| 4 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX diff. adviser | 60% | 0.70% | Touchstone Advisors, Inc. |
| 5 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 60% | 0.63% | New York Life Investment Management LLC |
| 6 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG | 59% | 0.67% | — |
| 7 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 59% | 0.52% | T. Rowe Price Associates, Inc. |
| 8 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 59% | 0.75% | PGIM INVESTMENTS LLC |
| 9 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 59% | 0.99% | Charles Schwab Investment Management, Inc. |
| 10 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 59% | 0.56% | Brighthouse Investment Advisers, LLC |
| 11 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 59% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 59% | 0.56% | Nuveen Fund Advisors, LLC |
| 13 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 58% | 0.71% | Voya Investments, LLC |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 58% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 58% | 0.57% | Harbor Capital Advisors, Inc. |
| 16 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 58% | 0.38% | T. Rowe Price Associates, Inc. |
| 17 | Growth Fund · HNASX diff. adviser | 58% | 0.82% | Homestead Advisers Corp. |
| 18 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 57% | 1.03% | Calamos Advisors LLC |
| 19 | T. Rowe Price Large-Cap Growth Fund · TRLGX, TRGOX cheaper diff. adviser | 57% | 0.55% | T. Rowe Price Associates, Inc. |
| 20 | Allspring Growth Fund · WGFCX, SGRAX, SGRKX, SGRNX, SGRHX | 57% | 0.70% | Allspring Funds Management, LLC |
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