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 | Growth Fund · HNASX diff. adviser | 94% | 0.82% | Homestead Advisers Corp. |
| 2 | T. Rowe Price Growth ETF · TGRT cheaper | 80% | 0.38% | T. Rowe Price Associates, Inc. |
| 3 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX diff. adviser | 78% | 0.59% | Principal Global Investors, LLC |
| 4 | LargeCap Growth Account I diff. adviser | 78% | 0.67% | Principal Global Investors, LLC |
| 5 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper | 72% | 0.00% | T. Rowe Price Associates, Inc. |
| 6 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 71% | 0.53% | Jackson National Asset Management, LLC |
| 7 | T. Rowe Price Growth Stock ETF · TGRW cheaper | 71% | 0.52% | T. Rowe Price Associates, Inc. |
| 8 | Penn Series Large Growth Stock Fund diff. adviser | 71% | 0.93% | Penn Mutual Asset Management, LLC |
| 9 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 71% | 0.56% | Brighthouse Investment Advisers, LLC |
| 10 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO diff. adviser | 69% | 0.71% | Voya Investments, LLC |
| 11 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 64% | 0.65% | UBS Asset Management (Americas) LLC |
| 12 | American Century Large Cap Growth ETF · ACGR cheaper | 63% | 0.39% | — |
| 13 | Nuveen Growth Opportunities ETF · NUGO diff. adviser | 62% | 0.56% | Nuveen Fund Advisors, LLC |
| 14 | DWS Large Cap Focus Growth Fund · SGGAX, SGGCX, SCQGX, SGGIX diff. adviser | 62% | 0.80% | DWS Investment Management Americas, Inc. |
| 15 | Multimanager Aggressive Equity Portfolio diff. adviser | 62% | 0.76% | Equitable Investment Management Group, LLC |
| 16 | Guardian Large Cap Disciplined Growth VIP Fund diff. adviser | 62% | 0.87% | Park Avenue Institutional Advisers LLC |
| 17 | Transamerica WMC US Growth VP diff. adviser | 62% | 0.64% | Transamerica Asset Management, Inc. |
| 18 | AST Large-Cap Growth Portfolio diff. adviser | 61% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 19 | VANGUARD MEGA CAP GROWTH INDEX FUND · VMGAX, MGK cheaper diff. adviser | 61% | 0.05% | The Vanguard Group, Inc. |
| 20 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 61% | 0.99% | Charles Schwab Investment Management, Inc. |
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