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 | Marsico International Opportunities Fund · MIOFX, MIIOX | 20% | 1.26% | MARSICO CAPITAL MANAGEMENT, LLC |
| 2 | Marsico Global Fund · MGLBX, MIGOX | 20% | 1.06% | MARSICO CAPITAL MANAGEMENT, LLC |
| 3 | Marsico Growth Fund · MGRIX, MIGWX cheaper | 19% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 4 | Logan Capital Broad Innovative Growth ETF · LCLG cheaper diff. adviser | 16% | 0.90% | Logan Capital Management Inc. |
| 5 | Clough Hedged Equity ETF · CBLS diff. adviser | 15% | 1.89% | Clough Capital Partners, LP |
| 6 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX diff. adviser | 14% | 1.19% | Timothy Partners Ltd. |
| 7 | ALGER MID CAP GROWTH FUND · AMGAX, AMCGX, AMGCX, AMCZX cheaper diff. adviser | 14% | 0.92% | Fred Alger Management, Inc. |
| 8 | Alger Mid Cap Growth Portfolio · AMGOX cheaper diff. adviser | 14% | 0.94% | Fred Alger Management, Inc. |
| 9 | ALGER MID CAP GROWTH INSTITUTIONAL FUND · ALMRX, AGIRX, ALMZX cheaper diff. adviser | 14% | 1.01% | Fred Alger Management, Inc. |
| 10 | Fidelity Advisor Industrials Fund · FCLAX, FCLCX, FCLTX, FCLIX, FIKEX, FIDRX cheaper diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
| 11 | HVIA EQUITY FUND · HVEIX, HVENX cheaper diff. adviser | 13% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 12 | Allspring Innovation Fund · WFSTX, WFTCX, WFTDX, WFTIX cheaper diff. adviser | 13% | 0.90% | Allspring Funds Management, LLC |
| 13 | VIP Industrials Portfolio · FFNHX cheaper diff. adviser | 13% | 0.61% | Fidelity Management & Research Company LLC |
| 14 | Eventide Large Cap Focus Fund · ETLNX, ETLAX, ETLCX, ETLIX cheaper | 12% | 0.94% | — |
| 15 | VANGUARD MID-CAP GROWTH FUND · VMGRX cheaper | 12% | 0.33% | — |
| 16 | Marsico Focus Fund · MFOCX, MIFOX cheaper | 12% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 17 | Clough Select Equity ETF · CBSE cheaper diff. adviser | 12% | 0.85% | Clough Capital Partners, LP |
| 18 | S&P 500 Pure Growth Fund diff. adviser | 12% | 1.64% | Security Investors, LLC |
| 19 | AdvisorShares Gerber Kawasaki ETF · GK cheaper diff. adviser | 12% | 0.77% | AdvisorShares Investments, LLC |
| 20 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 12% | 1.55% | Security Investors, LLC |
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