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 | Scharf Global Opportunity ETF · GKAT cheaper | 53% | 0.59% | — |
| 2 | Scharf ETF · KAT cheaper | 49% | 0.75% | — |
| 3 | Polen Capital Global Growth ETF cheaper | 40% | 0.85% | IM Global Partner Fund Management, LLC |
| 4 | Scharf Multi-Asset Opportunity Fund · LOGOX, LOGBX cheaper | 40% | 0.95% | — |
| 5 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 34% | 1.01% | Polen Capital Management, L.L.C. |
| 6 | Polen Growth Fund · POLRX, POLIX cheaper diff. adviser | 30% | 0.97% | Polen Capital Management, L.L.C. |
| 7 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 29% | 1.85% | RiverPark Advisors, LLC |
| 8 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 29% | 1.00% | RiverPark Advisors, LLC |
| 9 | Dana Unconstrained Equity ETF · DUNK cheaper | 29% | 0.75% | — |
| 10 | Polen Focus Growth ETF cheaper | 28% | 0.49% | — |
| 11 | GreenFi Redwood Fund · REDWX diff. adviser | 28% | 1.30% | Mission Investment Advisors LLC |
| 12 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 27% | 0.66% | MML Investment Advisers, LLC |
| 13 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 27% | 0.64% | Pear Tree Advisors Inc. |
| 14 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 27% | 0.64% | PGIM INVESTMENTS LLC |
| 15 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper diff. adviser | 27% | 0.85% | Davenport & Company LLC |
| 16 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 26% | 0.80% | AllianceBernstein L.P. |
| 17 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 26% | 0.59% | Harbor Capital Advisors, Inc. |
| 18 | Jennison Growth Portfolio cheaper diff. adviser | 26% | 0.54% | Brighthouse Investment Advisers, LLC |
| 19 | Suncoast Select Growth ETF · SEMG cheaper | 26% | 0.60% | — |
| 20 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 26% | 0.73% | Charles Schwab Investment Management, Inc. |
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