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 | Allspring VT Opportunity Fund | 100% | 0.75% | Allspring Funds Management, LLC |
| 2 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 45% | 0.55% | Nationwide Fund Advisors |
| 3 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 44% | 0.70% | Nicholas Company, Inc. |
| 4 | BNY Mellon Research Growth Fund, Inc. · DREQX, DWOAX, DWOCX, DWOIX, DRYQX diff. adviser | 42% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 5 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 42% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 6 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 42% | 0.60% | Putnam Investment Management, LLC |
| 7 | Putnam VT Large Cap Growth Fund cheaper diff. adviser | 42% | 0.64% | Putnam Investment Management, LLC |
| 8 | Appreciation Portfolio diff. adviser | 42% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 9 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 41% | 0.17% | SSGA Funds Management, Inc. |
| 10 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 41% | 0.72% | New York Life Investment Management LLC |
| 11 | Allspring LT Large Growth ETF · AGRW cheaper | 41% | 0.35% | Allspring Funds Management, LLC |
| 12 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 41% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 13 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 41% | 0.46% | New York Life Investment Management LLC |
| 14 | Franklin Growth Opportunities Fund · FGRAX, FKACX, FRAAX, FKARX, FOPPX cheaper diff. adviser | 41% | 0.57% | Franklin Advisers, Inc. |
| 15 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 40% | 0.39% | AllianceBernstein L.P. |
| 16 | NYLI VP Wellington Growth Portfolio diff. adviser | 40% | 0.72% | New York Life Investment Management LLC |
| 17 | Monopoly ETF | 40% | 0.79% | — |
| 18 | Growth Stock Portfolio cheaper diff. adviser | 40% | 0.42% | Mason Street Advisors, LLC |
| 19 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 40% | 0.63% | New York Life Investment Management LLC |
| 20 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX | 40% | 0.74% | — |
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