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 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 61% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 2 | Schwab Large-Cap Growth Fund · SWLSX | 59% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 58% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 57% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 5 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 56% | 0.59% | — |
| 6 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 56% | 0.70% | Columbia Management Investment Advisers, LLC |
| 7 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 55% | 0.53% | Jackson National Asset Management, LLC |
| 8 | Penn Series Large Growth Stock Fund diff. adviser | 55% | 0.93% | Penn Mutual Asset Management, LLC |
| 9 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 55% | 0.74% | Thrivent Asset Management, LLC |
| 10 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 55% | 1.03% | Calamos Advisors LLC |
| 11 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 55% | 0.56% | Brighthouse Investment Advisers, LLC |
| 12 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 55% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 54% | 0.80% | DWS Investment Management Americas, Inc. |
| 14 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 54% | 0.20% | Invesco Capital Management LLC |
| 15 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 54% | 0.52% | T. Rowe Price Associates, Inc. |
| 16 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 54% | 0.65% | Columbia Management Investment Advisers, LLC |
| 17 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 54% | 0.78% | Kornitzer Capital Management, Inc. |
| 18 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 54% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper | 54% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | The Growth Fund · CFGRX diff. adviser | 54% | 0.73% | Commerce Investment Advisors, Inc. |
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