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 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 66% | 0.96% | Voya Investments, LLC |
| 2 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX | 66% | 0.83% | Morgan Stanley Investment Management Inc. |
| 3 | Penn Series Large Core Growth Fund diff. adviser | 33% | 0.85% | Penn Mutual Asset Management, LLC |
| 4 | Nomura VIP Growth Equity Series diff. adviser | 33% | 0.75% | Macquarie Investment Management Business Trust |
| 5 | SFT Macquarie Growth Fund diff. adviser | 33% | 0.95% | Securian Asset Management, Inc. |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 33% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | Nomura VIP Growth Series diff. adviser | 33% | 1.00% | Macquarie Investment Management Business Trust |
| 8 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 31% | 0.45% | Delaware Management Company |
| 9 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX diff. adviser | 30% | 0.71% | Brown Brothers Harriman & Co. |
| 10 | AQE Core ETF · AQEC cheaper diff. adviser | 29% | 0.49% | Arlington Partners, LLC |
| 11 | ALTA QUALITY GROWTH FUND · AQLGX | 29% | 0.79% | — |
| 12 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 28% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 13 | BBH Select Large Cap ETF | 28% | 0.71% | — |
| 14 | FORT PITT CAPITAL TOTAL RETURN FUND · FPCGX diff. adviser | 27% | 1.00% | Kovitz Investment Group Partners, LLC |
| 15 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 27% | 0.66% | Bright Rock Capital Management, LLC |
| 16 | Jensen Quality Growth ETF · JGRW cheaper | 27% | 0.57% | — |
| 17 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 26% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 18 | RMB Fund · RMBHX, RMBJX, RMBGX diff. adviser | 26% | 0.99% | Curi RMB Capital, LLC |
| 19 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 26% | 0.75% | Eaton Vance Management |
| 20 | Suncoast Select Growth ETF · SEMG cheaper | 26% | 0.60% | — |
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