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 | Impax Large Cap Fund · PXLIX, PAXLX cheaper | 37% | 0.73% | Impax Asset Management LLC |
| 2 | Impax Global Opportunities Fund · PXGOX, PAXGX | 29% | 0.98% | Impax Asset Management LLC |
| 3 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX cheaper | 23% | 0.90% | — |
| 4 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 22% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Polen Capital Global Growth ETF cheaper diff. adviser | 20% | 0.85% | IM Global Partner Fund Management, LLC |
| 6 | ETC 6 Meridian Quality Growth ETF · SXQG cheaper diff. adviser | 20% | 0.55% | Exchange Traded Concepts, LLC |
| 7 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX cheaper diff. adviser | 19% | 0.89% | Natixis Advisors, LLC |
| 8 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 19% | 1.01% | Polen Capital Management, L.L.C. |
| 9 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX cheaper diff. adviser | 19% | 0.59% | Principal Global Investors, LLC |
| 10 | Evercore Equity Fund · EWMCX cheaper diff. adviser | 18% | 0.90% | Evercore Wealth Management, LLC |
| 11 | Penn Series Large Core Growth Fund cheaper diff. adviser | 18% | 0.85% | Penn Mutual Asset Management, LLC |
| 12 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 18% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Nomura VIP Growth Equity Series cheaper diff. adviser | 18% | 0.75% | Macquarie Investment Management Business Trust |
| 14 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper diff. adviser | 18% | 0.87% | Columbia Management Investment Advisers, LLC |
| 15 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 18% | 0.56% | Macquarie Investment Management Business Trust |
| 16 | Virtus SGA International Growth Fund · SCIIX, STITX, SCIZX, VSGEX cheaper diff. adviser | 18% | 0.95% | Virtus Investment Advisers, LLC |
| 17 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 18% | 0.65% | UBS Asset Management (Americas) LLC |
| 18 | Nomura VIP Growth Series diff. adviser | 18% | 1.00% | Macquarie Investment Management Business Trust |
| 19 | Growth Fund · HNASX cheaper diff. adviser | 18% | 0.82% | Homestead Advisers Corp. |
| 20 | SFT Macquarie Growth Fund cheaper diff. adviser | 18% | 0.95% | Securian Asset Management, Inc. |
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