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 | Strategic Equity Portfolio · GTCEX cheaper diff. adviser | 24% | 0.89% | Glenmede Investment Management LP |
| 2 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 22% | 0.71% | Brown Brothers Harriman & Co. |
| 3 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper diff. adviser | 22% | 0.55% | Columbia Management Investment Advisers, LLC |
| 4 | American Customer Satisfaction ETF · ACSI cheaper diff. adviser | 21% | 0.65% | Tidal Investments LLC |
| 5 | FORT PITT CAPITAL TOTAL RETURN FUND · FPCGX diff. adviser | 21% | 1.00% | Kovitz Investment Group Partners, LLC |
| 6 | WHITE OAK SELECT GROWTH FUND · WOGSX cheaper diff. adviser | 21% | 0.90% | Oak Associates, Ltd. |
| 7 | BBH Select Large Cap ETF cheaper | 21% | 0.71% | — |
| 8 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 21% | 0.80% | AllianceBernstein L.P. |
| 9 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper diff. adviser | 21% | 0.67% | Columbia Management Investment Advisers, LLC |
| 10 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 21% | 0.28% | Allspring Funds Management, LLC |
| 11 | Evercore Equity Fund · EWMCX cheaper diff. adviser | 21% | 0.90% | Evercore Wealth Management, LLC |
| 12 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 20% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 13 | Brown Advisory Growth Equity Fund · BIAGX, BAFGX, BAGAX cheaper diff. adviser | 20% | 0.71% | Brown Advisory LLC |
| 14 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 20% | 0.70% | BAMCO, Inc. |
| 15 | The Osterweis Fund · OSTFX cheaper diff. adviser | 20% | 0.96% | Osterweis Capital Management, Inc. |
| 16 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 20% | 0.00% | Allspring Funds Management, LLC |
| 17 | AB Concentrated Growth Fund · WPSGX, WPASX, WPCSX, WPSIX, WPSZX cheaper diff. adviser | 19% | 0.73% | AllianceBernstein L.P. |
| 18 | Manor Growth Fund · MNRGX cheaper diff. adviser | 19% | 0.99% | Smithbridge Asset Management, Inc |
| 19 | NYLI Winslow Focused Large Cap Growth ETF · IWFG cheaper diff. adviser | 19% | 0.46% | New York Life Investment Management LLC |
| 20 | Boston Trust Equity Fund · BTEFX cheaper diff. adviser | 19% | 0.83% | Boston Trust Walden Inc. |
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