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 | Large Cap Growth Fund | 92% | 0.83% | Madison Asset Management, LLC |
| 2 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 32% | 0.99% | Kovitz Investment Group Partners, LLC |
| 3 | The Osterweis Fund · OSTFX diff. adviser | 30% | 0.96% | Osterweis Capital Management, Inc. |
| 4 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 29% | 0.73% | Touchstone Advisors, Inc. |
| 5 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 29% | 0.66% | Touchstone Advisors, Inc. |
| 6 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 27% | 0.56% | Touchstone Advisors, Inc. |
| 7 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 27% | 0.86% | Weitz Investment Management, Inc. |
| 8 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 27% | 0.58% | Principal Global Investors, LLC |
| 9 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 27% | 0.70% | BAMCO, Inc. |
| 10 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 27% | 0.84% | Touchstone Advisors, Inc. |
| 11 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 27% | 0.52% | Brown Advisory LLC |
| 12 | Partners III Opportunity Fund · WPOPX, WPOIX diff. adviser | 26% | 1.18% | Weitz Investment Management, Inc. |
| 13 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 26% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 14 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 26% | 0.57% | Principal Global Investors, LLC |
| 15 | BARRETT GROWTH FUND · BGRWX diff. adviser | 25% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 16 | Madison Covered Call ETF · CVRD | 25% | 0.92% | Madison Asset Management, LLC |
| 17 | Blue Chip Account diff. adviser | 25% | 0.90% | Principal Global Investors, LLC |
| 18 | WHITE OAK SELECT GROWTH FUND · WOGSX diff. adviser | 25% | 0.90% | Oak Associates, Ltd. |
| 19 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 25% | 0.63% | Lincoln Financial Investments Corporation |
| 20 | Brendan Wood TopGun ETF · BWTG diff. adviser | 25% | 0.95% | Tuttle Capital Management, LLC |
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