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 | RED OAK TECHNOLOGY SELECT FUND · ROGSX cheaper diff. adviser | 67% | 0.90% | Oak Associates, Ltd. |
| 2 | Monopoly ETF cheaper | 50% | 0.79% | — |
| 3 | Capital Group U.S. Large Growth ETF · CGGG cheaper | 49% | 0.39% | — |
| 4 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 49% | 0.77% | John Hancock Investment Management LLC |
| 5 | SA AB Growth Portfolio cheaper diff. adviser | 48% | 0.63% | SunAmerica Asset Management, LLC |
| 6 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 48% | 0.77% | TCW Investment Management Company LLC |
| 7 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 48% | 0.50% | New York Life Investment Management LLC |
| 8 | Growth Stock Portfolio cheaper diff. adviser | 48% | 0.42% | Mason Street Advisors, LLC |
| 9 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 48% | 0.64% | PGIM INVESTMENTS LLC |
| 10 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 47% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 11 | AOT Software Platform ETF · AOTS cheaper | 47% | 0.49% | — |
| 12 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 47% | 0.63% | Lincoln Financial Investments Corporation |
| 13 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 47% | 0.63% | New York Life Investment Management LLC |
| 14 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 47% | 0.35% | Allspring Funds Management, LLC |
| 15 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 47% | 0.57% | T. Rowe Price Associates, Inc. |
| 16 | MML Blue Chip Growth Fund cheaper diff. adviser | 47% | 0.77% | MML Investment Advisers, LLC |
| 17 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 47% | 0.49% | Pacer Advisors, Inc. |
| 18 | Eaton Vance Enhanced Equity Income Fund II | 47% | — | — |
| 19 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 47% | 0.50% | AllianceBernstein L.P. |
| 20 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 47% | 0.00% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.