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 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX | 74% | 1.05% | BAMCO, Inc. |
| 2 | Baron Partners Fund · BPTRX, BPTIX, BPTUX | 65% | 1.99% | BAMCO, Inc. |
| 3 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX | 39% | 1.34% | BAMCO, Inc. |
| 4 | BARON ASSET FUND · BARAX, BARIX, BARUX | 39% | 1.05% | BAMCO, Inc. |
| 5 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 37% | 0.98% | Voya Investments, LLC |
| 6 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 35% | 0.89% | Lincoln Financial Investments Corporation |
| 7 | BARON OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX | 25% | 1.04% | BAMCO, Inc. |
| 8 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper | 22% | 0.95% | BAMCO, Inc. |
| 9 | Advantage Portfolio · MPAIX, MAPLX, MAPPX, MADSX, MSPRX cheaper diff. adviser | 21% | 0.81% | Morgan Stanley Investment Management Inc. |
| 10 | Baron Financials ETF · BCFN cheaper | 21% | 0.80% | BAMCO, Inc. |
| 11 | THE NIGHTVIEW FUND · NITE diff. adviser | 20% | 1.25% | Nightview Capital LLC |
| 12 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX cheaper diff. adviser | 19% | 0.88% | Kornitzer Capital Management, Inc. |
| 13 | Zevenbergen Genea Fund · ZVGIX, ZVGNX diff. adviser | 19% | 1.00% | Zevenbergen Capital Investments LLC |
| 14 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper diff. adviser | 18% | 0.80% | Morgan Stanley Investment Management Inc. |
| 15 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 17% | 0.86% | Kornitzer Capital Management, Inc. |
| 16 | Baron Global Opportunity Fund · BGAFX, BGAIX, BGLUX cheaper | 17% | 0.91% | BAMCO, Inc. |
| 17 | Global Insight Portfolio · MIGIX, MIGLX, MIGPX, MSPTX, MGZZX cheaper diff. adviser | 17% | 0.95% | Morgan Stanley Investment Management Inc. |
| 18 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX cheaper | 16% | 0.75% | BAMCO, Inc. |
| 19 | Transamerica Morgan Stanley Capital Growth VP cheaper diff. adviser | 16% | 0.76% | Transamerica Asset Management, Inc. |
| 20 | Growth Portfolio · MEGIX, MEGTX cheaper diff. adviser | 16% | 0.57% | Morgan Stanley Investment Management Inc. |
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