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 Global Fund · MGLBX, MIGOX cheaper | 65% | 1.06% | MARSICO CAPITAL MANAGEMENT, LLC |
| 2 | Marsico Focus Fund · MFOCX, MIFOX cheaper | 36% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 3 | Marsico Growth Fund · MGRIX, MIGWX cheaper | 35% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 4 | Fidelity Mega Cap Stock Fund · FGRTX, FGTAX, FGRCX, FTGRX, FTRIX, FZALX cheaper diff. adviser | 26% | 0.47% | Fidelity Management & Research Company LLC |
| 5 | ALGER 35 FUND · ATVPX cheaper diff. adviser | 26% | 0.55% | Fred Alger Management, Inc. |
| 6 | Alger 35 ETF · ATFV cheaper diff. adviser | 25% | 0.55% | Fred Alger Management, Inc. |
| 7 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper diff. adviser | 25% | 0.72% | Natixis Advisors, LLC |
| 8 | Fidelity Advisor Capital Development Fund · FDETX, FDTTX, FDECX, FDTZX, FDEIX cheaper | 24% | 0.53% | — |
| 9 | Fidelity Series Large Cap Stock Fund · FGLGX cheaper diff. adviser | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | AXS Esoterica NextG Economy ETF · WUGI cheaper diff. adviser | 24% | 0.79% | AXS Investments LLC |
| 11 | PGIM Jennison Global Opportunities Fund · PRJAX, PRJCX, PRJZX, PRJQX, PRJDX, PRJBX cheaper diff. adviser | 24% | 0.82% | PGIM INVESTMENTS LLC |
| 12 | Fidelity Large Cap Stock K6 Fund · FCLKX cheaper diff. adviser | 24% | 0.45% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Large Cap Stock Fund · FLCSX, FLAJX, FLAHX, FHZTX, FLAZX, FLAFX cheaper diff. adviser | 24% | 0.66% | Fidelity Management & Research Company LLC |
| 14 | Pictet AI & Automation ETF cheaper | 24% | 0.70% | — |
| 15 | Natixis Vaughan Nelson Select ETF · VNSE cheaper diff. adviser | 24% | 0.80% | Natixis Advisors, LLC |
| 16 | Dan IVES Wedbush AI Revolution ETF · IVES cheaper | 24% | 0.75% | — |
| 17 | AVIP Fidelity Institutional AM Equity Growth Portfolio cheaper diff. adviser | 24% | 0.79% | CONSTELLATION INVESTMENTS INC |
| 18 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 23% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 19 | Guardian Large Cap Fundamental Growth VIP Fund cheaper diff. adviser | 23% | 0.98% | Park Avenue Institutional Advisers LLC |
| 20 | Hodges Blue Chip Equity Income Fund diff. adviser | 23% | 1.30% | Hodges Capital Management, Inc. |
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