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 OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX | 58% | 1.04% | BAMCO, Inc. |
| 2 | Franklin Focused Growth ETF cheaper diff. adviser | 56% | 0.55% | Franklin Advisers, Inc. |
| 3 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 50% | 0.44% | Franklin Advisers, Inc. |
| 4 | Baron Global Opportunity Fund · BGAFX, BGAIX, BGLUX | 50% | 0.91% | BAMCO, Inc. |
| 5 | Franklin DynaTech VIP Fund diff. adviser | 50% | 0.87% | Franklin Advisers, Inc. |
| 6 | Baron Technology ETF · BCTK | 47% | 0.75% | BAMCO, Inc. |
| 7 | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund · CFSIX, PTSGX, TSNAX, TSNCX, TSNRX, CISGX cheaper | 47% | 0.68% | — |
| 8 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 47% | 0.61% | Invesco Advisers, Inc. |
| 9 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 47% | 0.75% | PGIM INVESTMENTS LLC |
| 10 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 46% | 0.69% | Harbor Capital Advisors, Inc. |
| 11 | Virtus KAR Capital Growth Series diff. adviser | 46% | 1.03% | Virtus Investment Advisers, LLC |
| 12 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 46% | 0.73% | — |
| 13 | Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF · TSEL cheaper diff. adviser | 45% | 0.67% | Touchstone Advisors, Inc. |
| 14 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 45% | 1.10% | Gabelli Funds, LLC |
| 15 | THE HARTFORD GROWTH OPPORTUNITIES FUND · HGOAX, HGOCX, HGOYX, HGOIX, HGORX, HGOSX, HGOTX, HGOVX, HGOFX cheaper diff. adviser | 44% | 0.73% | Hartford Funds Management Company, LLC |
| 16 | Hartford Large Cap Growth ETF · HFGO cheaper diff. adviser | 44% | 0.59% | Hartford Funds Management Company, LLC |
| 17 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 44% | 0.00% | American Century Investment Management, Inc. |
| 18 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 44% | 0.59% | Harbor Capital Advisors, Inc. |
| 19 | Invesco V.I. American Franchise Fund diff. adviser | 44% | 0.85% | Invesco Advisers, Inc. |
| 20 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 43% | 0.00% | American Century Investment Management, Inc. |
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