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 | FM Focus Equity ETF · FMCX cheaper | 73% | 0.71% | First Manhattan Co. LLC |
| 2 | Monarch Blue Chips Core ETF · MBCE diff. adviser | 34% | 1.14% | Kingsview Wealth Management LLC |
| 3 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 33% | 0.58% | Parnassus Investments, LLC |
| 4 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 31% | 0.77% | John Hancock Investment Management LLC |
| 5 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 31% | 0.52% | Brown Advisory LLC |
| 6 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 30% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 30% | 0.63% | Parnassus Investments, LLC |
| 8 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 29% | 0.86% | Weitz Investment Management, Inc. |
| 9 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 29% | 0.61% | Parnassus Investments, LLC |
| 10 | Marsico Focus Fund · MFOCX, MIFOX diff. adviser | 29% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 11 | Bretton Fund · BRTNX diff. adviser | 28% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 12 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 28% | 1.28% | Sparrow Capital Management, Inc. |
| 13 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 27% | 0.00% | Gabelli Funds, LLC |
| 14 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 27% | 0.81% | H.M. Payson & Co. |
| 15 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 27% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 16 | The Osterweis Fund · OSTFX diff. adviser | 27% | 0.96% | Osterweis Capital Management, Inc. |
| 17 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 26% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 18 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 26% | 0.90% | — |
| 19 | ALTA QUALITY GROWTH FUND · AQLGX | 26% | 0.79% | — |
| 20 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 26% | 1.18% | Weitz Investment Management, Inc. |
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