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 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 33% | 0.52% | Brown Advisory LLC |
| 2 | Bretton Fund · BRTNX cheaper diff. adviser | 33% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 3 | Provident Trust Strategy Fund · PROVX cheaper diff. adviser | 30% | 0.95% | Provident Trust Company |
| 4 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper diff. adviser | 29% | 0.84% | New York Life Investment Management LLC |
| 5 | Monopoly ETF cheaper | 29% | 0.79% | — |
| 6 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 29% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX cheaper diff. adviser | 29% | 0.95% | Morgan Stanley Investment Management Inc. |
| 8 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 29% | 0.64% | Pear Tree Advisors Inc. |
| 9 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 28% | 0.79% | — |
| 10 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 28% | 0.71% | Bridges Investment Management Inc |
| 11 | Amana Growth Fund · AMAGX, AMIGX cheaper diff. adviser | 28% | 0.61% | SATURNA CAPITAL CORPORATION |
| 12 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 27% | 0.73% | Touchstone Advisors, Inc. |
| 13 | SUMMITRY EQUITY FUND · GGEFX cheaper diff. adviser | 27% | 1.25% | Summitry LLC |
| 14 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 27% | 0.66% | Touchstone Advisors, Inc. |
| 15 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX cheaper diff. adviser | 27% | 0.84% | Touchstone Advisors, Inc. |
| 16 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
| 17 | Fidelity OTC K6 Portfolio · FOKFX cheaper diff. adviser | 26% | 0.50% | Fidelity Management & Research Company LLC |
| 18 | BBH Select Large Cap ETF cheaper | 26% | 0.71% | — |
| 19 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 26% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 20 | NYLI Candriam U.S. Large Cap Equity ETF · IQSU cheaper diff. adviser | 26% | 0.09% | New York Life Investment Management LLC |
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