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 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 37% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 2 | Harding Loevner International Equity Portfolio · HLMIX, HLMNX, HLIZX cheaper | 31% | 0.73% | Harding Loevner LP |
| 3 | Marsico Growth Fund · MGRIX, MIGWX diff. adviser | 30% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 4 | Invesco V.I. American Franchise Fund diff. adviser | 30% | 0.85% | Invesco Advisers, Inc. |
| 5 | International Developed Markets Equity Portfolio · HLIDX | 29% | 0.80% | Harding Loevner LP |
| 6 | EQ/ClearBridge Large Cap Growth ESG Portfolio cheaper diff. adviser | 29% | 0.75% | Equitable Investment Management Group, LLC |
| 7 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 29% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | AAM Sawgrass U.S. Large Cap Quality Growth ETF · SAWG cheaper diff. adviser | 29% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 9 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 29% | 0.65% | UBS Asset Management (Americas) LLC |
| 10 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX cheaper diff. adviser | 28% | 0.33% | Capital Research and Management Company |
| 11 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX diff. adviser | 28% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 12 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 28% | 0.44% | PGIM INVESTMENTS LLC |
| 13 | Penn Series Large Core Growth Fund diff. adviser | 28% | 0.85% | Penn Mutual Asset Management, LLC |
| 14 | Nomura VIP Growth Equity Series cheaper diff. adviser | 28% | 0.75% | Macquarie Investment Management Business Trust |
| 15 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 28% | 0.46% | Franklin Advisers, Inc. |
| 16 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 28% | 0.99% | Advisors Preferred, LLC |
| 17 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 28% | 0.64% | Pear Tree Advisors Inc. |
| 18 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 28% | 0.52% | Brown Advisory LLC |
| 19 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX cheaper | 28% | 0.72% | — |
| 20 | ClearBridge Large Cap Growth Fund · SBLGX, SLCCX, SBLYX, LMPLX, LSITX, LCMMX cheaper diff. adviser | 28% | 0.64% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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