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 | Sustainable Aware Equity Fund · REUYX, REQAX, REQCX, REQTX, RUDRX, RDFUX cheaper diff. adviser | 37% | 0.85% | Russell Investment Management, LLC |
| 2 | Polen Capital Global Growth ETF cheaper diff. adviser | 34% | 0.85% | IM Global Partner Fund Management, LLC |
| 3 | abrdn U.S. Sustainable Leaders Fund · GXXAX, GXXCX, GGLIX, GXXIX diff. adviser | 34% | 0.90% | abrdn Inc. |
| 4 | Boston Common ESG Impact U.S. Equity Fund · BCAMX diff. adviser | 33% | 1.00% | Boston Common Asset Management, LLC |
| 5 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 31% | 0.65% | UBS Asset Management (Americas) LLC |
| 6 | Dividend Growth Portfolio diff. adviser | 30% | 0.99% | Lord, Abbett & Co. LLC |
| 7 | Haverford Quality Growth Stock Fund · HAVGX cheaper diff. adviser | 30% | 0.80% | Haverford Financial Services |
| 8 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 29% | 0.59% | Lord, Abbett & Co. LLC |
| 9 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 29% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 10 | Brown Advisory Sustainable Growth ETF · BASG cheaper diff. adviser | 29% | 0.61% | Brown Advisory LLC |
| 11 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 29% | 0.46% | Franklin Advisers, Inc. |
| 12 | Impax Large Cap Fund · PXLIX, PAXLX cheaper diff. adviser | 29% | 0.73% | Impax Asset Management LLC |
| 13 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 29% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 14 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX cheaper diff. adviser | 29% | 0.60% | Brown Advisory LLC |
| 15 | AMG Boston Common Global Impact Fund · BRWIX | 29% | 0.93% | — |
| 16 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 28% | 1.01% | Polen Capital Management, L.L.C. |
| 17 | MML Global Fund cheaper diff. adviser | 28% | 0.81% | MML Investment Advisers, LLC |
| 18 | THE CHESAPEAKE GROWTH FUND · CHCGX diff. adviser | 28% | 1.71% | Gardner Lewis Asset Management |
| 19 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 28% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 20 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 28% | 0.63% | Parnassus Investments, LLC |
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