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 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 35% | 0.76% | Templeton Global Advisors Limited |
| 2 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 33% | 0.17% | SSGA Funds Management, Inc. |
| 3 | Baillie Gifford Global Alpha Equities Fund · BGALX, BGATX, BGAEX, BGAVX, BGAKX, BGASX cheaper diff. adviser | 33% | 0.50% | Baillie Gifford Overseas Ltd |
| 4 | State Street Premier Growth Equity V.I.S. Fund · SPGSX diff. adviser | 33% | 0.86% | SSGA Funds Management, Inc. |
| 5 | Appreciation Portfolio diff. adviser | 33% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 6 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 33% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 7 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 32% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 8 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 32% | 1.00% | Sit Investment Associates, Inc. |
| 9 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 32% | 0.90% | Gabelli Funds, LLC |
| 10 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX diff. adviser | 32% | 0.87% | Columbia Management Investment Advisers, LLC |
| 11 | DWS Capital Growth VIP cheaper diff. adviser | 31% | 0.49% | DWS Investment Management Americas, Inc. |
| 12 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 31% | 0.59% | DWS Investment Management Americas, Inc. |
| 13 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 31% | 0.77% | Nationwide Fund Advisors |
| 14 | AB US Large Cap Strategic Equities ETF · LRGC cheaper | 31% | 0.39% | AllianceBernstein L.P. |
| 15 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 31% | 1.01% | Polen Capital Management, L.L.C. |
| 16 | JAMESTOWN EQUITY FUND · JAMEX diff. adviser | 31% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 17 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 31% | 0.90% | — |
| 18 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 31% | 0.77% | Kornitzer Capital Management, Inc. |
| 19 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 31% | 0.35% | Allspring Funds Management, LLC |
| 20 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 31% | 0.13% | SSGA Funds Management, Inc. |
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