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 SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 60% | 0.90% | — |
| 2 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 51% | 0.35% | Allspring Funds Management, LLC |
| 3 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper diff. adviser | 51% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 50% | — | Boston Management and Research |
| 5 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 49% | 0.63% | New York Life Investment Management LLC |
| 6 | Growth Stock Portfolio cheaper diff. adviser | 49% | 0.42% | Mason Street Advisors, LLC |
| 7 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 49% | 0.57% | T. Rowe Price Associates, Inc. |
| 8 | MML Blue Chip Growth Fund diff. adviser | 49% | 0.77% | MML Investment Advisers, LLC |
| 9 | Blue Chip Growth Trust · JAEDX, JADZX, JADYX cheaper diff. adviser | 49% | 0.74% | John Hancock Variable Trust Advisers LLC |
| 10 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 49% | 2.42% | Saratoga Capital Management, LLC |
| 11 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 49% | 0.74% | — |
| 12 | T. Rowe Price Blue Chip Growth Portfolio · QAAAJX, QAAGXX cheaper diff. adviser | 49% | 0.74% | T. Rowe Price Associates, Inc. |
| 13 | T. Rowe Price Blue Chip Growth Fund, Inc. · TRBCX, PABGX, RRBGX, TBCIX, TRZBX cheaper diff. adviser | 49% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | T. Rowe Price Institutional Large-Cap Core Growth Fund · TPLGX cheaper diff. adviser | 48% | 0.56% | T. Rowe Price Associates, Inc. |
| 15 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 48% | 0.74% | Thrivent Asset Management, LLC |
| 16 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 48% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 17 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 48% | 0.58% | Principal Global Investors, LLC |
| 18 | Appreciation Portfolio diff. adviser | 47% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 19 | RED OAK TECHNOLOGY SELECT FUND · ROGSX diff. adviser | 47% | 0.90% | Oak Associates, Ltd. |
| 20 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 47% | 0.45% | Delaware Management Company |
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