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 U.S. Equity Fund · FCUPX, FCUIX, FCUDX, FCUCX, FCUEX cheaper | 20% | 0.61% | New York Life Investment Management LLC |
| 2 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper | 20% | 0.71% | Brown Brothers Harriman & Co. |
| 3 | Archer Focus Fund · AFOCX cheaper | 19% | 0.98% | Archer Investment Corp. |
| 4 | BBH Select Large Cap ETF cheaper | 18% | 0.71% | — |
| 5 | YCG Enhanced Fund · YCGEX | 17% | 1.17% | YCG, LLC |
| 6 | SEI Enhanced U.S. Large Cap Quality Factor ETF · SEIQ cheaper | 16% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 16% | 0.22% | Wellington Management Company LLP |
| 8 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper | 16% | 0.80% | Frontegra Asset Management, Inc. |
| 9 | AMG Veritas Global Real Return Fund · BLUEX | 15% | 1.17% | — |
| 10 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper | 15% | 0.84% | New York Life Investment Management LLC |
| 11 | Brown Advisory Flexible Equity ETF · BAFE cheaper | 15% | 0.54% | Brown Advisory LLC |
| 12 | Scharf Fund · LOGIX, LOGRX cheaper | 15% | 0.89% | — |
| 13 | AXS FTSE Venture Capital Return Tracker Fund · LDVCX, LDVIX, LDVAX | 15% | 1.51% | — |
| 14 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX | 15% | 1.85% | RiverPark Advisors, LLC |
| 15 | Bretton Fund · BRTNX | 15% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 16 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper | 14% | 0.52% | Brown Advisory LLC |
| 17 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX | 14% | 1.00% | RiverPark Advisors, LLC |
| 18 | Monarch Blue Chips Core ETF · MBCE | 14% | 1.14% | Kingsview Wealth Management LLC |
| 19 | Scharf Global Opportunity Fund · WRLDX cheaper | 14% | 0.63% | — |
| 20 | AMG Veritas Global Focus Fund · MFQAX, MFQTX cheaper | 14% | 0.88% | AMG Funds LLC |
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