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 | ABSOLUTE CAPITAL OPPORTUNITIES FUND · CAPOX diff. adviser | 69% | 1.51% | Absolute Investment Advisers LLC |
| 2 | Large Cap Equity Fund · WVALX, WVAIX cheaper diff. adviser | 34% | 0.86% | Weitz Investment Management, Inc. |
| 3 | Large Cap Growth Fund cheaper diff. adviser | 32% | 0.83% | Madison Asset Management, LLC |
| 4 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX cheaper diff. adviser | 32% | 0.73% | Madison Asset Management, LLC |
| 5 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX cheaper diff. adviser | 32% | 0.84% | Touchstone Advisors, Inc. |
| 6 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 32% | 0.66% | Touchstone Advisors, Inc. |
| 7 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 32% | 0.73% | Touchstone Advisors, Inc. |
| 8 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 31% | 0.56% | Touchstone Advisors, Inc. |
| 9 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 30% | 1.18% | Weitz Investment Management, Inc. |
| 10 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 29% | 0.77% | John Hancock Investment Management LLC |
| 11 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 29% | 0.28% | Allspring Funds Management, LLC |
| 12 | Goldman Sachs Technology Opportunities ETF · GTOP cheaper | 29% | 0.65% | — |
| 13 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 28% | 0.52% | Brown Advisory LLC |
| 14 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 28% | 0.17% | SSGA Funds Management, Inc. |
| 15 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 28% | 0.00% | Allspring Funds Management, LLC |
| 16 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 28% | 0.80% | AllianceBernstein L.P. |
| 17 | Unusual Whales Subversive Democratic Trading ETF · NANC cheaper diff. adviser | 28% | 0.72% | Tidal Investments LLC |
| 18 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 27% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 19 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 27% | 0.70% | Nicholas Company, Inc. |
| 20 | MEEHAN FOCUS FUND · MEFOX diff. adviser | 27% | 1.01% | Edgemoor Investment Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.