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 Compounders Equity ETF · FMCE | 73% | 0.72% | First Manhattan Co. LLC |
| 2 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 38% | 0.63% | Parnassus Investments, LLC |
| 3 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 35% | 0.58% | Parnassus Investments, LLC |
| 4 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 33% | 0.61% | Parnassus Investments, LLC |
| 5 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 32% | 1.10% | Gabelli Funds, LLC |
| 6 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 31% | 0.77% | John Hancock Investment Management LLC |
| 7 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 31% | 0.81% | H.M. Payson & Co. |
| 8 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 31% | 0.35% | Allspring Funds Management, LLC |
| 9 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 31% | 0.17% | SSGA Funds Management, Inc. |
| 10 | Marsico Focus Fund · MFOCX, MIFOX diff. adviser | 31% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 11 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 30% | 0.69% | Columbia Management Investment Advisers, LLC |
| 12 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 30% | 0.77% | TCW Investment Management Company LLC |
| 13 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 30% | 0.00% | Gabelli Funds, LLC |
| 14 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 30% | 0.90% | Gabelli Funds, LLC |
| 15 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 30% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 16 | Fidelity Magellan ETF · FMAG cheaper diff. adviser | 30% | 0.57% | Fidelity Management & Research Company LLC |
| 17 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 30% | 0.57% | Principal Global Investors, LLC |
| 18 | Blue Chip Account diff. adviser | 29% | 0.90% | Principal Global Investors, LLC |
| 19 | TCW Durable Growth ETF · GRW diff. adviser | 29% | 0.75% | TCW Investment Management Company LLC |
| 20 | Fidelity Mega Cap Stock Fund · FGRTX, FGTAX, FGRCX, FTGRX, FTRIX, FZALX cheaper diff. adviser | 29% | 0.47% | Fidelity Management & Research Company LLC |
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