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 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper | 56% | 0.70% | BAMCO, Inc. |
| 2 | Appreciation Portfolio diff. adviser | 38% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 38% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 4 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 36% | 0.58% | Principal Global Investors, LLC |
| 5 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 36% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 6 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 36% | 0.57% | Principal Global Investors, LLC |
| 7 | Blue Chip Account diff. adviser | 36% | 0.90% | Principal Global Investors, LLC |
| 8 | AB Growth Fund · AGRFX, AGRCX, AGRYX, AGFIX diff. adviser | 35% | 0.85% | AllianceBernstein L.P. |
| 9 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 35% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 10 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 34% | 0.72% | New York Life Investment Management LLC |
| 11 | Brendan Wood TopGun ETF · BWTG diff. adviser | 34% | 0.95% | Tuttle Capital Management, LLC |
| 12 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX | 34% | 0.75% | BAMCO, Inc. |
| 13 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 34% | 0.72% | New York Life Investment Management LLC |
| 14 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 33% | 0.45% | Delaware Management Company |
| 15 | MML Invesco Discovery Large Cap Fund cheaper diff. adviser | 33% | 0.74% | MML Investment Advisers, LLC |
| 16 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 33% | 0.69% | Columbia Management Investment Advisers, LLC |
| 17 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 33% | 0.83% | Victory Capital Management Inc. |
| 18 | Polen Capital Global Growth ETF diff. adviser | 33% | 0.85% | IM Global Partner Fund Management, LLC |
| 19 | AB Large Cap Growth Portfolio cheaper diff. adviser | 32% | 0.65% | AllianceBernstein L.P. |
| 20 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 32% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
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