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 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper | 73% | 0.52% | Brown Advisory LLC |
| 2 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 47% | 1.00% | RiverPark Advisors, LLC |
| 3 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 45% | 1.85% | RiverPark Advisors, LLC |
| 4 | WEDGEWOOD FUND · RWGFX, RWGIX diff. adviser | 39% | 1.00% | RiverPark Advisors, LLC |
| 5 | Global X NYSE 100 ETF cheaper | 38% | 0.09% | — |
| 6 | Sarofim Equity Fund · SRFMX diff. adviser | 37% | 0.70% | Fayez Sarofim & Co., LLC |
| 7 | Brown Advisory Sustainable Growth ETF · BASG | 36% | 0.61% | Brown Advisory LLC |
| 8 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 36% | 0.15% | DBX Advisors LLC |
| 9 | Frost Growth Equity Fund · FICEX, FACEX diff. adviser | 36% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 10 | CastleArk Large Growth ETF · CARK diff. adviser | 34% | 0.54% | CastleArk Management, LLC |
| 11 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX diff. adviser | 34% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 12 | Catholic Responsible Investments Multi-Style US Equity Fund · CRTVX, CRTSX diff. adviser | 33% | 0.67% | Christian Brothers Investment Services, Inc. |
| 13 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX diff. adviser | 33% | 0.57% | Principal Global Investors, LLC |
| 14 | Blue Chip Account diff. adviser | 33% | 0.90% | Principal Global Investors, LLC |
| 15 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX | 32% | 0.60% | Brown Advisory LLC |
| 16 | MFG Global Sustainable Fund · FMSGX, FMSRX diff. adviser | 32% | 0.80% | Frontegra Asset Management, Inc. |
| 17 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 32% | 0.00% | American Century Investment Management, Inc. |
| 18 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX | 31% | 0.57% | — |
| 19 | Guru Favorite Stocks ETF · GFGF diff. adviser | 31% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Knights of Columbus Large Cap Growth Fund · KCGIX, KCGSX, KCGVX diff. adviser | 31% | 0.75% | Knights of Columbus Asset Advisors LLC |
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