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 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 74% | 0.59% | Calvert Research and Management |
| 2 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 38% | 0.86% | Weitz Investment Management, Inc. |
| 3 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 37% | 0.75% | Eaton Vance Management |
| 4 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 35% | 0.45% | Delaware Management Company |
| 5 | BARRETT GROWTH FUND · BGRWX diff. adviser | 31% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 31% | 1.18% | Weitz Investment Management, Inc. |
| 7 | Bretton Fund · BRTNX diff. adviser | 31% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 8 | MML Focused Equity Fund diff. adviser | 31% | 0.88% | MML Investment Advisers, LLC |
| 9 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 30% | 0.36% | Wellington Management Company LLP |
| 10 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 29% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 11 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX cheaper diff. adviser | 29% | 0.66% | Bright Rock Capital Management, LLC |
| 12 | YCG Enhanced Fund · YCGEX diff. adviser | 28% | 1.17% | YCG, LLC |
| 13 | AB Concentrated Growth Fund · WPSGX, WPASX, WPCSX, WPSIX, WPSZX diff. adviser | 28% | 0.73% | AllianceBernstein L.P. |
| 14 | MFG Global Sustainable Fund · FMSGX, FMSRX diff. adviser | 27% | 0.80% | Frontegra Asset Management, Inc. |
| 15 | ALTA QUALITY GROWTH FUND · AQLGX | 27% | 0.79% | — |
| 16 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 27% | 0.77% | John Hancock Investment Management LLC |
| 17 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 27% | 0.40% | — |
| 18 | BBH Select Large Cap ETF cheaper | 26% | 0.71% | — |
| 19 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 26% | 0.71% | Brown Brothers Harriman & Co. |
| 20 | Polen Focus Growth ETF cheaper | 26% | 0.49% | — |
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