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 Sustainable International Leaders Fund · BAILX, BISLX | 35% | 0.86% | Brown Advisory LLC |
| 2 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper | 34% | 0.52% | Brown Advisory LLC |
| 3 | Brown Advisory Flexible Equity ETF · BAFE cheaper | 30% | 0.54% | Brown Advisory LLC |
| 4 | Polen Capital Global Growth ETF diff. adviser | 29% | 0.85% | IM Global Partner Fund Management, LLC |
| 5 | MFG Global Sustainable Fund · FMSGX, FMSRX diff. adviser | 28% | 0.80% | Frontegra Asset Management, Inc. |
| 6 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 27% | 0.86% | Weitz Investment Management, Inc. |
| 7 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 25% | 0.72% | Boston Management and Research |
| 8 | Pathfinder Focused Opportunities ETF · PFOE cheaper | 25% | 0.59% | — |
| 9 | Polen Focus Growth ETF cheaper | 25% | 0.49% | — |
| 10 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 25% | 1.00% | RiverPark Advisors, LLC |
| 11 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 25% | 1.01% | Polen Capital Management, L.L.C. |
| 12 | Polen Growth Fund · POLRX, POLIX diff. adviser | 25% | 0.97% | Polen Capital Management, L.L.C. |
| 13 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 25% | 0.45% | Delaware Management Company |
| 14 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 24% | 0.77% | TCW Investment Management Company LLC |
| 15 | Penn Series Large Core Growth Fund diff. adviser | 24% | 0.85% | Penn Mutual Asset Management, LLC |
| 16 | Nomura VIP Growth Equity Series cheaper diff. adviser | 24% | 0.75% | Macquarie Investment Management Business Trust |
| 17 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 24% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 18 | Appreciation Portfolio diff. adviser | 24% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 19 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 24% | 1.85% | RiverPark Advisors, LLC |
| 20 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 24% | 0.96% | Voya Investments, LLC |
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