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 | Invesco V.I. American Franchise Fund | 89% | 0.85% | Invesco Advisers, Inc. |
| 2 | Invesco Discovery Large Cap Fund | 68% | 0.63% | Invesco Advisers, Inc. |
| 3 | Invesco V.I. Discovery Large Cap Fund | 65% | 0.80% | Invesco Advisers, Inc. |
| 4 | Franklin Focused Growth ETF cheaper diff. adviser | 65% | 0.55% | Franklin Advisers, Inc. |
| 5 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX | 64% | 0.69% | Invesco Advisers, Inc. |
| 6 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 64% | 0.99% | Charles Schwab Investment Management, Inc. |
| 7 | Franklin DynaTech VIP Fund diff. adviser | 63% | 0.87% | Franklin Advisers, Inc. |
| 8 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 63% | 0.44% | Franklin Advisers, Inc. |
| 9 | MML Invesco Discovery Large Cap Fund diff. adviser | 62% | 0.74% | MML Investment Advisers, LLC |
| 10 | T. Rowe Price Growth Stock ETF · TGRW cheaper diff. adviser | 61% | 0.52% | T. Rowe Price Associates, Inc. |
| 11 | JNL/T. Rowe Price Growth Stock Fund cheaper diff. adviser | 61% | 0.53% | Jackson National Asset Management, LLC |
| 12 | Penn Series Large Growth Stock Fund diff. adviser | 61% | 0.93% | Penn Mutual Asset Management, LLC |
| 13 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 61% | 0.74% | Thrivent Asset Management, LLC |
| 14 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 60% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | T.Rowe Price Large Cap Growth Portfolio cheaper diff. adviser | 60% | 0.56% | Brighthouse Investment Advisers, LLC |
| 16 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 60% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | Franklin Large Cap Growth VIP Fund diff. adviser | 59% | 0.82% | Franklin Advisers, Inc. |
| 18 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 59% | 0.73% | Charles Schwab Investment Management, Inc. |
| 19 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 59% | 0.38% | T. Rowe Price Associates, Inc. |
| 20 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 59% | 0.44% | PGIM INVESTMENTS LLC |
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