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 | Polen Focus Growth ETF cheaper | 39% | 0.49% | — |
| 2 | Polen Growth Fund · POLRX, POLIX cheaper diff. adviser | 37% | 0.97% | Polen Capital Management, L.L.C. |
| 3 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 33% | 0.65% | Victory Capital Management Inc. |
| 4 | Polen Capital Global Growth ETF cheaper diff. adviser | 33% | 0.85% | IM Global Partner Fund Management, LLC |
| 5 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 32% | 0.63% | Parnassus Investments, LLC |
| 6 | Virtus KAR Capital Growth Series diff. adviser | 31% | 1.03% | Virtus Investment Advisers, LLC |
| 7 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 31% | 0.73% | — |
| 8 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 31% | 1.01% | Polen Capital Management, L.L.C. |
| 9 | CIBC ATLAS ALL CAP GROWTH FUND · AWGIX, AWGVX cheaper diff. adviser | 31% | 0.91% | CIBC Private Wealth Advisors, Inc. |
| 10 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 31% | 0.65% | UBS Asset Management (Americas) LLC |
| 11 | Sands Capital Global Growth Fund · SCMGX, SCGVX cheaper diff. adviser | 30% | 0.97% | Sands Capital Management, LLC |
| 12 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 29% | 0.71% | Victory Capital Management Inc. |
| 13 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 29% | 0.72% | New York Life Investment Management LLC |
| 14 | Brown Advisory Sustainable Growth ETF · BASG cheaper diff. adviser | 29% | 0.61% | Brown Advisory LLC |
| 15 | GROWTH PORTFOLIO cheaper diff. adviser | 28% | 0.34% | Wellington Management Company LLP |
| 16 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 28% | 0.65% | Nuveen Fund Advisors, LLC |
| 17 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 28% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 18 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 28% | 0.63% | New York Life Investment Management LLC |
| 19 | Suncoast Select Growth ETF · SEMG cheaper | 28% | 0.60% | — |
| 20 | SLOW CAPITAL GROWTH FUND · SLWGX cheaper diff. adviser | 28% | 0.85% | Slow Capital, Inc. |
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