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 | Cromwell Tran Focus Fund · LIMAX, LIMIX | 36% | 1.10% | Cromwell Investment Advisors, LLC |
| 2 | Alger 35 ETF · ATFV cheaper diff. adviser | 23% | 0.55% | Fred Alger Management, Inc. |
| 3 | Cromwell Long Short Fund · MFADX, MFLDX | 22% | 1.91% | Cromwell Investment Advisors, LLC |
| 4 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper diff. adviser | 22% | 0.85% | Davenport & Company LLC |
| 5 | Alger Concentrated Equity Fund · CNECX, CNEIX, CNEYX, CNEZX, CNEAX cheaper diff. adviser | 22% | 0.56% | Fred Alger Management, Inc. |
| 6 | ALGER 35 FUND · ATVPX cheaper diff. adviser | 22% | 0.55% | Fred Alger Management, Inc. |
| 7 | Alger Capital Appreciation Portfolio · ALVOX cheaper diff. adviser | 21% | 0.93% | Fred Alger Management, Inc. |
| 8 | Alger Large Cap Growth Portfolio · AAGOX cheaper diff. adviser | 21% | 0.84% | Fred Alger Management, Inc. |
| 9 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 21% | 0.77% | John Hancock Investment Management LLC |
| 10 | ALGER FOCUS EQUITY FUND · ALGRX, ALAFX, ALCFX, ALZFX, ALGYX cheaper diff. adviser | 20% | 0.61% | Fred Alger Management, Inc. |
| 11 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 20% | 0.45% | Delaware Management Company |
| 12 | Riverbridge Growth Fund · RIVBX, RIVRX cheaper diff. adviser | 20% | 0.96% | Riverbridge Partners, LLC |
| 13 | Alger AI Enablers & Adopters Fund · AAICX, AIFIX, AAIYX, AAIZX, AIFAX cheaper diff. adviser | 20% | 0.61% | Fred Alger Management, Inc. |
| 14 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 20% | 0.35% | Allspring Funds Management, LLC |
| 15 | Nuveen Sustainable Core ETF · NSCR cheaper diff. adviser | 20% | 0.45% | Nuveen Fund Advisors, LLC |
| 16 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 20% | 0.67% | — |
| 17 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 20% | 0.59% | Principal Global Investors, LLC |
| 18 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 20% | 0.63% | Parnassus Investments, LLC |
| 19 | Penn Series Large Core Growth Fund cheaper diff. adviser | 20% | 0.85% | Penn Mutual Asset Management, LLC |
| 20 | Nomura VIP Growth Equity Series cheaper diff. adviser | 20% | 0.75% | Macquarie Investment Management Business Trust |
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