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 | Small Cap Equity Portfolio · GTCSX, GTSCX | 16% | 0.72% | Glenmede Investment Management LP |
| 2 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX diff. adviser | 11% | 0.68% | Davis Selected Advisers, L.P. |
| 3 | Pacer US Cash Cows Growth ETF · BUL cheaper diff. adviser | 10% | 0.60% | Pacer Advisors, Inc. |
| 4 | Paradigm Select Fund · PFSLX diff. adviser | 9% | 1.16% | PARADIGM FUNDS ADVISOR LLC |
| 5 | Small-Company Stock Fund · HSCSX diff. adviser | 8% | 1.14% | Homestead Advisers Corp. |
| 6 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 8% | 0.84% | Lord, Abbett & Co. LLC |
| 7 | iShares Cybersecurity and Tech ETF · IHAK cheaper diff. adviser | 7% | 0.47% | BlackRock Fund Advisors |
| 8 | Themes Cybersecurity ETF · SPAM cheaper | 7% | 0.35% | — |
| 9 | Total Market Plus Equity Portfolio · GTTMX, GTTLX | 7% | 1.49% | Glenmede Investment Management LP |
| 10 | Clarkston Partners Fund · CFSMX, CISMX diff. adviser | 7% | 0.85% | Clarkston Capital Partners, LLC |
| 11 | Reinhart Genesis PMV Fund · RPMAX, RPMFX diff. adviser | 7% | 0.95% | Reinhart Partners LLC |
| 12 | Clarkston Founders Fund · CIMDX, CFMDX diff. adviser | 7% | 0.80% | Clarkston Capital Partners, LLC |
| 13 | Meridian Growth Fund · MERDX, MRIGX, MRAGX, MRRGX, MRCGX diff. adviser | 7% | 0.88% | ArrowMark Colorado Holdings, LLC |
| 14 | TimesSquare Quality Mid Cap Growth ETF | 6% | — | — |
| 15 | Alger Russell Innovation ETF · INVN cheaper diff. adviser | 6% | 0.55% | Fred Alger Management, Inc. |
| 16 | LYRICAL U.S. VALUE EQUITY FUND · LYRIX, LYRBX, LYRCX, LRYAX diff. adviser | 6% | 0.99% | Lyrical Asset Management LP |
| 17 | WCM SMID Quality Value Fund · WCMJX, WCMFX diff. adviser | 6% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 18 | Cromwell Greenspring Mid Cap Fund · GRNPX, GRSPX diff. adviser | 6% | 1.04% | Cromwell Investment Advisors, LLC |
| 19 | First Trust RBA American Industrial Renaissance ETF · AIRR | 6% | 0.69% | — |
| 20 | ProShares Big Data Refiners ETF · DAT cheaper diff. adviser | 6% | 0.58% | PROSHARE ADVISORS LLC |
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