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 Growth Fund · BAFWX, BIAWX, BAWAX cheaper | 82% | 0.60% | Brown Advisory LLC |
| 2 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 41% | 1.00% | RiverPark Advisors, LLC |
| 3 | Frost Growth Equity Fund · FICEX, FACEX diff. adviser | 40% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 4 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 39% | 1.85% | RiverPark Advisors, LLC |
| 5 | Brown Advisory Growth Equity Fund · BIAGX, BAFGX, BAGAX | 38% | 0.71% | Brown Advisory LLC |
| 6 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 37% | 0.63% | New York Life Investment Management LLC |
| 7 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 37% | 0.54% | CastleArk Management, LLC |
| 8 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 37% | 0.68% | Nationwide Fund Advisors |
| 9 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 37% | 0.59% | Principal Global Investors, LLC |
| 10 | Brown Advisory Flexible Equity ETF · BAFE cheaper | 36% | 0.54% | Brown Advisory LLC |
| 11 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG diff. adviser | 36% | 0.65% | Nuveen Fund Advisors, LLC |
| 12 | Sarofim Equity Fund · SRFMX diff. adviser | 36% | 0.70% | Fayez Sarofim & Co., LLC |
| 13 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 36% | 0.54% | — |
| 14 | Blue Chip Account diff. adviser | 36% | 0.90% | Principal Global Investors, LLC |
| 15 | Global X NYSE 100 ETF cheaper | 35% | 0.09% | — |
| 16 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 35% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 17 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 35% | 0.57% | Principal Global Investors, LLC |
| 18 | Prudentials Gibraltar Fund, Inc. diff. adviser | 35% | 0.64% | PGIM INVESTMENTS LLC |
| 19 | LargeCap Growth Account I diff. adviser | 35% | 0.67% | Principal Global Investors, LLC |
| 20 | Dana Unconstrained Equity ETF · DUNK | 35% | 0.75% | — |
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