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 | AOT Software Platform ETF · AOTS cheaper | 35% | 0.49% | — |
| 2 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 35% | 0.52% | Brown Advisory LLC |
| 3 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 31% | 0.71% | Bridges Investment Management Inc |
| 4 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 31% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 5 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX cheaper diff. adviser | 30% | 1.05% | Fidelity Management & Research Company LLC |
| 6 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX cheaper diff. adviser | 30% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 7 | Brown Advisory Flexible Equity ETF · BAFE cheaper diff. adviser | 30% | 0.54% | Brown Advisory LLC |
| 8 | Invesco Global Focus Fund cheaper diff. adviser | 29% | 0.87% | Invesco Advisers, Inc. |
| 9 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper diff. adviser | 29% | 0.72% | Natixis Advisors, LLC |
| 10 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 28% | 0.56% | Macquarie Investment Management Business Trust |
| 11 | Nomura VIP Growth Series cheaper diff. adviser | 28% | 1.00% | Macquarie Investment Management Business Trust |
| 12 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 28% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 28% | 0.64% | Pear Tree Advisors Inc. |
| 14 | SFT Macquarie Growth Fund cheaper diff. adviser | 28% | 0.95% | Securian Asset Management, Inc. |
| 15 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 28% | 0.70% | BAMCO, Inc. |
| 16 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper diff. adviser | 28% | 0.59% | Natixis Advisors, LLC |
| 17 | Penn Series Large Core Growth Fund cheaper diff. adviser | 28% | 0.85% | Penn Mutual Asset Management, LLC |
| 18 | Nomura VIP Growth Equity Series cheaper diff. adviser | 28% | 0.75% | Macquarie Investment Management Business Trust |
| 19 | MML VIP Loomis Sayles Large Cap Growth Fund cheaper diff. adviser | 28% | 0.70% | MML Investment Advisers, LLC |
| 20 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper diff. adviser | 28% | 0.80% | Frontegra Asset Management, Inc. |
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