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 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX diff. adviser | 44% | 0.72% | Natixis Advisors, LLC |
| 2 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 42% | 0.52% | Brown Advisory LLC |
| 3 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 42% | 0.65% | UBS Asset Management (Americas) LLC |
| 4 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 42% | 1.28% | Sparrow Capital Management, Inc. |
| 5 | Bridges Investment Fund · BRGIX diff. adviser | 41% | 0.71% | Bridges Investment Management Inc |
| 6 | Penn Series Large Core Growth Fund diff. adviser | 41% | 0.85% | Penn Mutual Asset Management, LLC |
| 7 | Nomura VIP Growth Equity Series diff. adviser | 41% | 0.75% | Macquarie Investment Management Business Trust |
| 8 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 41% | 0.63% | Parnassus Investments, LLC |
| 9 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 41% | 0.70% | BAMCO, Inc. |
| 10 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 41% | 0.56% | Macquarie Investment Management Business Trust |
| 11 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 41% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | Nomura VIP Growth Series diff. adviser | 41% | 1.00% | Macquarie Investment Management Business Trust |
| 13 | SFT Macquarie Growth Fund diff. adviser | 41% | 0.95% | Securian Asset Management, Inc. |
| 14 | Natixis Vaughan Nelson Select ETF · VNSE diff. adviser | 40% | 0.80% | Natixis Advisors, LLC |
| 15 | Suncoast Select Growth ETF · SEMG cheaper | 40% | 0.60% | — |
| 16 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 40% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 39% | 0.20% | BlackRock Fund Advisors |
| 18 | Appreciation Portfolio diff. adviser | 39% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 19 | Buffalo Growth Fund · BUFGX, BIIGX diff. adviser | 39% | 0.77% | Kornitzer Capital Management, Inc. |
| 20 | State Street Premier Growth Equity V.I.S. Fund · SPGSX diff. adviser | 39% | 0.86% | SSGA Funds Management, Inc. |
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