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 | Spyglass Growth Fund · SPYGX diff. adviser | 81% | 1.00% | Spyglass Capital Management LLC |
| 2 | TrueShares Technology, AI & Deep Learning ETF · LRNZ cheaper diff. adviser | 14% | 0.69% | TrueMark Investments, LLC |
| 3 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX cheaper diff. adviser | 14% | 0.81% | Morgan Stanley Investment Management Inc. |
| 4 | Sterling Capital Focus Equity ETF · LCG cheaper diff. adviser | 14% | 0.59% | Sterling Capital Management LLC |
| 5 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 13% | 1.05% | Wasatch Advisors LP |
| 6 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 12% | 0.65% | Baillie Gifford Overseas Ltd |
| 7 | Select Software and IT Services Portfolio · FSCSX cheaper diff. adviser | 12% | 0.62% | Fidelity Management & Research Company LLC |
| 8 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 12% | 0.31% | Nuveen Fund Advisors, LLC |
| 9 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX diff. adviser | 12% | 1.05% | Polen Capital Management, L.L.C. |
| 10 | VANGUARD MID-CAP GROWTH FUND · VMGRX cheaper | 12% | 0.33% | — |
| 11 | Tremblant Global ETF · TOGA cheaper diff. adviser | 12% | 0.69% | Tremblant Advisors LP |
| 12 | Zevenbergen Genea Fund · ZVGIX, ZVGNX diff. adviser | 12% | 1.00% | Zevenbergen Capital Investments LLC |
| 13 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 12% | 0.86% | Wasatch Advisors LP |
| 14 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper diff. adviser | 12% | 0.52% | Morgan Stanley Investment Management Inc. |
| 15 | Growth Portfolio · MEGIX, MEGTX cheaper diff. adviser | 12% | 0.57% | Morgan Stanley Investment Management Inc. |
| 16 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 12% | 0.76% | Transamerica Asset Management, Inc. |
| 17 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX diff. adviser | 12% | 0.98% | Artisan Partners Limited Partnership |
| 18 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 11% | 0.85% | — |
| 19 | ALPS | OShares Global Internet Giants ETF · OGIG cheaper diff. adviser | 11% | 0.48% | ALPS Advisors, Inc. |
| 20 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 11% | 0.75% | BlackRock Advisors, LLC |
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