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 Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX | 64% | 0.84% | New York Life Investment Management LLC |
| 2 | YCG Enhanced Fund · YCGEX diff. adviser | 33% | 1.17% | YCG, LLC |
| 3 | ALTA QUALITY GROWTH FUND · AQLGX | 33% | 0.79% | — |
| 4 | Saturna Growth Fund · SSGFX, SGZFX diff. adviser | 31% | 0.75% | SATURNA CAPITAL CORPORATION |
| 5 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 31% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 6 | Bridges Investment Fund · BRGIX diff. adviser | 30% | 0.71% | Bridges Investment Management Inc |
| 7 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 30% | 0.66% | Bright Rock Capital Management, LLC |
| 8 | Jensen Quality Growth ETF · JGRW cheaper | 30% | 0.57% | — |
| 9 | RMB Fund · RMBHX, RMBJX, RMBGX diff. adviser | 29% | 0.99% | Curi RMB Capital, LLC |
| 10 | Impax Large Cap Fund · PXLIX, PAXLX diff. adviser | 29% | 0.73% | Impax Asset Management LLC |
| 11 | Equity Series · EXEYX, MEYWX cheaper diff. adviser | 28% | 0.05% | Manning & Napier Advisors, LLC |
| 12 | Haverford Quality Growth Stock Fund · HAVGX diff. adviser | 28% | 0.80% | Haverford Financial Services |
| 13 | Quality Equity Portfolio diff. adviser | 28% | 0.89% | Neuberger Berman Investment Advisers LLC |
| 14 | William Blair Large Cap Growth Fund · LCGNX, LCGFX, LCGJX cheaper diff. adviser | 28% | 0.60% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 15 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 28% | 0.58% | Parnassus Investments, LLC |
| 16 | MFS Massachusetts Investors Growth Stock Portfolio diff. adviser | 28% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | Penn Series Large Cap Growth Fund diff. adviser | 28% | 0.86% | Penn Mutual Asset Management, LLC |
| 18 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 28% | 0.81% | H.M. Payson & Co. |
| 19 | NPF Core Equity ETF | 27% | — | — |
| 20 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
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