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 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX | 33% | 0.98% | Artisan Partners Limited Partnership |
| 2 | Artisan Global Discovery Fund · APFDX, APHDX, APDDX | 27% | 1.10% | Artisan Partners Limited Partnership |
| 3 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 24% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 4 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 24% | 0.63% | Parnassus Investments, LLC |
| 5 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 24% | 1.01% | Polen Capital Management, L.L.C. |
| 6 | BlackRock Enhanced Global Dividend Trust | 22% | — | — |
| 7 | SA Janus Focused Growth Portfolio cheaper diff. adviser | 22% | 0.79% | SunAmerica Asset Management, LLC |
| 8 | First Trust WCM Focused Global Growth Fund · WCMGX, WFGGX, WFGAX, WFGCX diff. adviser | 22% | 1.03% | First Trust Advisors L.P. |
| 9 | First Trust Innovation Leaders ETF · ILDR cheaper diff. adviser | 21% | 0.75% | First Trust Advisors L.P. |
| 10 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 21% | 0.49% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 21% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | Alger Large Cap Growth Portfolio · AAGOX cheaper diff. adviser | 21% | 0.84% | Fred Alger Management, Inc. |
| 13 | Eaton Vance Enhanced Equity Income Fund | 21% | — | — |
| 14 | Stock Portfolio diff. adviser | 21% | — | Boston Management and Research |
| 15 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 20% | — | — |
| 16 | Goldman Sachs Growth Opportunities ETF · GSGO cheaper | 20% | 0.45% | — |
| 17 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 20% | 0.28% | Allspring Funds Management, LLC |
| 18 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX cheaper diff. adviser | 20% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 19 | Baillie Gifford Long Term Global Growth Fund · BGLTX, BGLOX, BGLFX, BGADX, BSGLX, BGLKX cheaper diff. adviser | 20% | 0.55% | Baillie Gifford Overseas Ltd |
| 20 | Baillie Gifford Institutional Long Term Global Growth Fund | 20% | — | — |
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