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 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 36% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 2 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX diff. adviser | 35% | 0.89% | EULAV Asset Management |
| 3 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX diff. adviser | 35% | 1.16% | Virtus Investment Advisers, LLC |
| 4 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX diff. adviser | 34% | 0.60% | Brown Advisory LLC |
| 5 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX diff. adviser | 34% | 0.90% | Virtus Investment Advisers, LLC |
| 6 | Zevenbergen Growth Fund · ZVNIX, ZVNBX diff. adviser | 34% | 1.00% | Zevenbergen Capital Investments LLC |
| 7 | Nomura Science and Technology Fund · WSTRX, WSTAX, WSTCX, WSTYX, ISTIX, ISTNX diff. adviser | 33% | 0.84% | Macquarie Investment Management Business Trust |
| 8 | Nomura VIP Science and Technology Series diff. adviser | 33% | 0.91% | Macquarie Investment Management Business Trust |
| 9 | Harbor Transformative Technologies ETF · TEC diff. adviser | 33% | 0.69% | Harbor Capital Advisors, Inc. |
| 10 | Nomura Transformational Technologies ETF · FRWD | 33% | 0.65% | — |
| 11 | Large Cap Growth Portfolio I diff. adviser | 32% | — | UBS Trust Company of Puerto Rico |
| 12 | Baron Technology ETF · BCTK diff. adviser | 31% | 0.75% | BAMCO, Inc. |
| 13 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX diff. adviser | 31% | 0.75% | BAMCO, Inc. |
| 14 | NVIT J.P. Morgan US Technology Leaders Fund diff. adviser | 31% | 0.56% | Nationwide Fund Advisors |
| 15 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 31% | 0.77% | TCW Investment Management Company LLC |
| 16 | Prudentials Gibraltar Fund, Inc. diff. adviser | 31% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 31% | 0.43% | Thrivent Financial for Lutherans |
| 18 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX diff. adviser | 31% | 0.63% | New York Life Investment Management LLC |
| 19 | AOT Growth and Innovation ETF · AOTG diff. adviser | 31% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Dana Unconstrained Equity ETF · DUNK | 31% | 0.75% | — |
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