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 | Otter Creek Long/Short Opportunity Fund · OTTRX, OTCRX | 69% | 2.07% | Otter Creek Advisors LLC |
| 2 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 12% | 0.81% | Brown Brothers Harriman & Co. |
| 3 | BBH Select Mid Cap ETF cheaper | 12% | 0.81% | — |
| 4 | Domini Sustainable Solutions Fund · CAREX, LIFEX diff. adviser | 10% | 1.05% | Domini Impact Investments LLC |
| 5 | AB Sustainable US Thematic Portfolio · FFTYX, SUTAX, SUTZX, SUTCX cheaper diff. adviser | 9% | 0.67% | AllianceBernstein L.P. |
| 6 | Calamos Phineus Long/Short Fund · CPLSX, CPCLX, CPLIX diff. adviser | 9% | 2.05% | Calamos Advisors LLC |
| 7 | Reaves Utility Income Fund | 9% | — | — |
| 8 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 9% | 0.65% | John Hancock Investment Management LLC |
| 9 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 9% | 0.95% | BAMCO, Inc. |
| 10 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 9% | 0.67% | Invesco Advisers, Inc. |
| 11 | iShares Morningstar Mid-Cap Growth ETF · IMCG cheaper diff. adviser | 8% | 0.06% | BlackRock Fund Advisors |
| 12 | iShares Future Cloud 5G and Tech ETF · IDAT cheaper diff. adviser | 8% | 0.47% | BlackRock Fund Advisors |
| 13 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN cheaper | 8% | 0.75% | — |
| 14 | First Eagle Mid Cap Equity ETF · FEMD cheaper | 8% | 0.55% | — |
| 15 | Putnam Sustainable Future Fund · PMVAX, PMVBX, PMPCX, PMVRX, PMVYX cheaper diff. adviser | 8% | 0.66% | Putnam Investment Management, LLC |
| 16 | Harbor AI Inflection Strategy ETF · EPAI | 8% | 0.88% | — |
| 17 | Calamos Long/Short Equity & Dynamic Income Trust | 8% | — | — |
| 18 | Innovator Deepwater Frontier Tech ETF cheaper diff. adviser | 8% | 0.70% | Innovator Capital Management, LLC |
| 19 | Reaves Infrastructure Fund · RSRAX, RSRFX diff. adviser | 7% | 2.01% | Reaves Asset Management |
| 20 | Issachar Fund · LIONX, LIOTX | 7% | 3.23% | — |
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