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 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 37% | 0.72% | Boston Management and Research |
| 2 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 36% | 0.59% | Calvert Research and Management |
| 3 | Bretton Fund · BRTNX diff. adviser | 27% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 4 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 26% | 0.65% | Morgan Stanley Investment Management Inc. |
| 5 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 23% | 0.45% | Delaware Management Company |
| 6 | BARRETT GROWTH FUND · BGRWX diff. adviser | 23% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 21% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 8 | Strategic Equity Portfolio · GTCEX diff. adviser | 21% | 0.89% | Glenmede Investment Management LP |
| 9 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 21% | 0.96% | Voya Investments, LLC |
| 10 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX diff. adviser | 21% | 0.83% | Morgan Stanley Investment Management Inc. |
| 11 | Multi Cap Equity Fund · WPVLX, WPVIX diff. adviser | 21% | 0.87% | Weitz Investment Management, Inc. |
| 12 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 21% | 0.86% | Weitz Investment Management, Inc. |
| 13 | Nomura VIP Growth Equity Series diff. adviser | 20% | 0.75% | Macquarie Investment Management Business Trust |
| 14 | Penn Series Large Core Growth Fund diff. adviser | 20% | 0.85% | Penn Mutual Asset Management, LLC |
| 15 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 20% | — | Boston Management and Research |
| 16 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 20% | 0.65% | Victory Capital Management Inc. |
| 17 | Nomura VIP Growth Series diff. adviser | 19% | 1.00% | Macquarie Investment Management Business Trust |
| 18 | SFT Macquarie Growth Fund diff. adviser | 19% | 0.95% | Securian Asset Management, Inc. |
| 19 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 19% | 0.56% | Macquarie Investment Management Business Trust |
| 20 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 19% | 0.70% | Nicholas Company, Inc. |
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