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 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX diff. adviser | 74% | 0.72% | Boston Management and Research |
| 2 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 36% | 0.75% | Eaton Vance Management |
| 3 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 34% | 0.45% | Delaware Management Company |
| 4 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 33% | 0.86% | Weitz Investment Management, Inc. |
| 5 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 31% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 6 | YCG Enhanced Fund · YCGEX diff. adviser | 30% | 1.17% | YCG, LLC |
| 7 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 30% | 0.66% | Bright Rock Capital Management, LLC |
| 8 | Polen Growth Fund · POLRX, POLIX diff. adviser | 29% | 0.97% | Polen Capital Management, L.L.C. |
| 9 | MML Focused Equity Fund diff. adviser | 29% | 0.88% | MML Investment Advisers, LLC |
| 10 | Polen Focus Growth ETF cheaper | 29% | 0.49% | — |
| 11 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 28% | 1.18% | Weitz Investment Management, Inc. |
| 12 | Nomura VIP Growth Equity Series diff. adviser | 28% | 0.75% | Macquarie Investment Management Business Trust |
| 13 | Penn Series Large Core Growth Fund diff. adviser | 28% | 0.85% | Penn Mutual Asset Management, LLC |
| 14 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 28% | 0.36% | Wellington Management Company LLP |
| 15 | BARRETT GROWTH FUND · BGRWX diff. adviser | 27% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 16 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 27% | 0.57% | Principal Global Investors, LLC |
| 17 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 27% | 0.77% | John Hancock Investment Management LLC |
| 18 | Nomura VIP Growth Series diff. adviser | 27% | 1.00% | Macquarie Investment Management Business Trust |
| 19 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 27% | 0.56% | Macquarie Investment Management Business Trust |
| 20 | Blue Chip Account diff. adviser | 27% | 0.90% | Principal Global Investors, LLC |
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