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 ETF · BAFE | 73% | 0.54% | Brown Advisory LLC |
| 2 | Guru Favorite Stocks ETF · GFGF diff. adviser | 42% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 41% | 0.00% | American Century Investment Management, Inc. |
| 4 | Bridges Investment Fund · BRGIX diff. adviser | 40% | 0.71% | Bridges Investment Management Inc |
| 5 | Penn Series Large Core Growth Fund diff. adviser | 39% | 0.85% | Penn Mutual Asset Management, LLC |
| 6 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 39% | 1.00% | RiverPark Advisors, LLC |
| 7 | Nomura VIP Growth Equity Series diff. adviser | 39% | 0.75% | Macquarie Investment Management Business Trust |
| 8 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX diff. adviser | 39% | 0.65% | John Hancock Investment Management LLC |
| 9 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX diff. adviser | 39% | 0.56% | Macquarie Investment Management Business Trust |
| 10 | Nomura VIP Growth Series diff. adviser | 39% | 1.00% | Macquarie Investment Management Business Trust |
| 11 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 39% | — | Boston Management and Research |
| 12 | SFT Macquarie Growth Fund diff. adviser | 39% | 0.95% | Securian Asset Management, Inc. |
| 13 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 38% | 0.15% | DBX Advisors LLC |
| 14 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 38% | 0.77% | Kornitzer Capital Management, Inc. |
| 15 | AOT Software Platform ETF · AOTS cheaper | 38% | 0.49% | — |
| 16 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 37% | 0.86% | Weitz Investment Management, Inc. |
| 17 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 37% | 1.85% | RiverPark Advisors, LLC |
| 18 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX diff. adviser | 37% | 0.57% | Principal Global Investors, LLC |
| 19 | Blue Chip Account diff. adviser | 37% | 0.90% | Principal Global Investors, LLC |
| 20 | ALTA QUALITY GROWTH FUND · AQLGX | 37% | 0.79% | — |
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