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 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 40% | 0.71% | Bridges Investment Management Inc |
| 2 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 39% | 0.99% | Advisors Preferred, LLC |
| 3 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 39% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | BARRETT GROWTH FUND · BGRWX diff. adviser | 39% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 5 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 38% | 0.77% | Kornitzer Capital Management, Inc. |
| 6 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 38% | 0.17% | SSGA Funds Management, Inc. |
| 7 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 8 | Appreciation Portfolio cheaper diff. adviser | 37% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 9 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 37% | 0.81% | H.M. Payson & Co. |
| 10 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 37% | 0.64% | PGIM INVESTMENTS LLC |
| 11 | NYLI VP MFS Research Portfolio cheaper diff. adviser | 36% | 0.75% | New York Life Investment Management LLC |
| 12 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX cheaper diff. adviser | 36% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 13 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 36% | 0.74% | Thrivent Asset Management, LLC |
| 14 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper diff. adviser | 36% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 36% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 16 | DWS Capital Growth VIP cheaper diff. adviser | 36% | 0.49% | DWS Investment Management Americas, Inc. |
| 17 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 36% | 0.59% | DWS Investment Management Americas, Inc. |
| 18 | MFS Research Series cheaper diff. adviser | 36% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | US Core Portfolio · MUOIX, MUOAX, MUOCX, MUOSX cheaper diff. adviser | 36% | 0.75% | Morgan Stanley Investment Management Inc. |
| 20 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 36% | 0.72% | New York Life Investment Management LLC |
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