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 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 37% | 0.77% | John Hancock Investment Management LLC |
| 2 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 37% | 0.52% | Brown Advisory LLC |
| 3 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 34% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 4 | Appreciation Portfolio diff. adviser | 34% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 5 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 34% | 0.70% | BAMCO, Inc. |
| 6 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 34% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 7 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX cheaper | 34% | 0.56% | — |
| 8 | Janus Henderson Forty Portfolio · JACAX cheaper diff. adviser | 33% | 0.58% | Janus Henderson Investors US LLC |
| 9 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 33% | 0.77% | Kornitzer Capital Management, Inc. |
| 10 | Monopoly ETF cheaper | 33% | 0.79% | — |
| 11 | Growth Stock Portfolio cheaper diff. adviser | 33% | 0.42% | Mason Street Advisors, LLC |
| 12 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 33% | 0.56% | Macquarie Investment Management Business Trust |
| 13 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 33% | 0.45% | Delaware Management Company |
| 14 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 33% | 0.57% | Principal Global Investors, LLC |
| 15 | Penn Series Large Core Growth Fund diff. adviser | 33% | 0.85% | Penn Mutual Asset Management, LLC |
| 16 | Nomura VIP Growth Series diff. adviser | 33% | 1.00% | Macquarie Investment Management Business Trust |
| 17 | Nomura VIP Growth Equity Series cheaper diff. adviser | 33% | 0.75% | Macquarie Investment Management Business Trust |
| 18 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 33% | 0.57% | T. Rowe Price Associates, Inc. |
| 19 | SFT Macquarie Growth Fund diff. adviser | 32% | 0.95% | Securian Asset Management, Inc. |
| 20 | Blue Chip Account diff. adviser | 32% | 0.90% | Principal Global Investors, LLC |
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