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 | Polen Focus Growth ETF cheaper | 32% | 0.49% | — |
| 2 | Polen Growth Fund · POLRX, POLIX diff. adviser | 31% | 0.97% | Polen Capital Management, L.L.C. |
| 3 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 26% | 1.01% | Polen Capital Management, L.L.C. |
| 4 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 23% | 0.77% | TCW Investment Management Company LLC |
| 5 | iShares U.S. Select Equity Active ETF diff. adviser | 23% | 0.75% | BlackRock Fund Advisors |
| 6 | Riverbridge Growth Fund · RIVBX, RIVRX diff. adviser | 23% | 0.96% | Riverbridge Partners, LLC |
| 7 | BNY Mellon Technology Growth Fund · DTGRX, DTGCX, DGVRX, DTEYX diff. adviser | 21% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 8 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 21% | 0.77% | John Hancock Investment Management LLC |
| 9 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 20% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 10 | BBH Select Large Cap ETF | 19% | 0.71% | — |
| 11 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX diff. adviser | 19% | 0.71% | Brown Brothers Harriman & Co. |
| 12 | Fidelity Disruptive Technology ETF · FDTX cheaper diff. adviser | 19% | 0.50% | Fidelity Management & Research Company LLC |
| 13 | Guru Favorite Stocks ETF · GFGF diff. adviser | 19% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | American Century Focused Dynamic Growth ETF · FDG cheaper | 19% | 0.45% | — |
| 15 | Janus Henderson Global Artificial Intelligence ETF · JHAI diff. adviser | 19% | 0.59% | Janus Henderson Investors US LLC |
| 16 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 19% | 0.72% | New York Life Investment Management LLC |
| 17 | Select Software and IT Services Portfolio · FSCSX diff. adviser | 19% | 0.62% | Fidelity Management & Research Company LLC |
| 18 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG diff. adviser | 18% | 0.65% | Nuveen Fund Advisors, LLC |
| 19 | BlackRock Unconstrained Equity Fund diff. adviser | 18% | 0.84% | BlackRock Advisors, LLC |
| 20 | Jackson Square Large-Cap Growth Fund · JSPJX, JSPIX, DPLGX diff. adviser | 18% | 0.64% | Jackson Square Partners, LLC |
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