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 Tactical Allocation Series | 92% | 0.95% | Virtus Investment Advisers, LLC |
| 2 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX | 31% | 0.73% | — |
| 3 | Virtus KAR Capital Growth Series | 31% | 1.03% | Virtus Investment Advisers, LLC |
| 4 | Virtus Newfleet Multi-Sector Intermediate Bond Series | 25% | 0.69% | Virtus Investment Advisers, LLC |
| 5 | Virtus Newfleet Core Plus Bond Fund · SAVAX, SAVCX, SAVYX, VBFRX cheaper | 22% | 0.35% | — |
| 6 | Dunham Corporate/Government Bond Fund · DACGX, DCCGX, DNCGX | 20% | 1.02% | Dunham & Associates Investment Counsel, Inc. |
| 7 | Allspring Premier Large Company Growth Fund · EKJAX, EKJCX, EKJYX, WFPDX, EKJFX | 20% | 0.65% | Allspring Funds Management, LLC |
| 8 | Allspring Growth Fund · WGFCX, SGRAX, SGRKX, SGRNX, SGRHX | 20% | 0.70% | Allspring Funds Management, LLC |
| 9 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper | 19% | 0.59% | Principal Global Investors, LLC |
| 10 | Virtus KAR International Small-Mid Cap Fund · VISAX, VCISX, VIISX, VRISX | 19% | 1.08% | — |
| 11 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper | 19% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | Jennison Growth Portfolio cheaper | 19% | 0.54% | Brighthouse Investment Advisers, LLC |
| 14 | iShares MSCI USA Quality GARP ETF · GARP cheaper | 18% | 0.15% | BlackRock Fund Advisors |
| 15 | Franklin DynaTech VIP Fund | 18% | 0.87% | Franklin Advisers, Inc. |
| 16 | Bridge Builder Large Cap Growth Fund · BBGLX cheaper | 18% | 0.19% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 17 | PSF PGIM Jennison Growth Portfolio | 18% | 0.60% | PGIM INVESTMENTS LLC |
| 18 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper | 18% | 0.44% | Franklin Advisers, Inc. |
| 19 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 18% | 0.57% | — |
| 20 | VANGUARD U.S. GROWTH FUND · VWUSX, VWUAX cheaper | 18% | 0.25% | Jennison Associates LLC, Wellington Management Company LLP, Baillie Gifford Overseas Ltd |
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