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 | NYLI PineStone U.S. Equity Fund · FCUPX, FCUIX, FCUDX, FCUCX, FCUEX cheaper | 64% | 0.61% | New York Life Investment Management LLC |
| 2 | NYLI PineStone International Equity Fund · FCIRX, FCIKX, FCICX, FCIUX, FCIHX, FCIWX cheaper | 36% | 0.80% | New York Life Investment Management LLC |
| 3 | NYLI VP PineStone International Equity Portfolio | 36% | 0.85% | New York Life Investment Management LLC |
| 4 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 33% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 5 | Mundoval Fund · MUNDX diff. adviser | 29% | 1.50% | MUNDOVAL CAPITAL MANAGEMENT, INC. |
| 6 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 28% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 7 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX diff. adviser | 28% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 28% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | MFS Global Growth Portfolio diff. adviser | 27% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 27% | 0.79% | — |
| 11 | SUMMITRY EQUITY FUND · GGEFX diff. adviser | 27% | 1.25% | Summitry LLC |
| 12 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 27% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Penn Series Large Cap Growth Fund diff. adviser | 27% | 0.86% | Penn Mutual Asset Management, LLC |
| 14 | Calvert Global Equity Fund diff. adviser | 26% | 0.90% | Calvert Research and Management |
| 15 | Amana Growth Fund · AMAGX, AMIGX cheaper diff. adviser | 26% | 0.61% | SATURNA CAPITAL CORPORATION |
| 16 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper diff. adviser | 26% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | PGIM Jennison Better Future ETF · PJBF cheaper diff. adviser | 26% | 0.59% | PGIM INVESTMENTS LLC |
| 18 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 26% | 0.52% | Brown Advisory LLC |
| 19 | WEDGEWOOD FUND · RWGFX, RWGIX diff. adviser | 25% | 1.00% | RiverPark Advisors, LLC |
| 20 | YCG Enhanced Fund · YCGEX diff. adviser | 25% | 1.17% | YCG, LLC |
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