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 ETF · BAFE cheaper diff. adviser | 39% | 0.54% | Brown Advisory LLC |
| 2 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX | 36% | 1.00% | RiverPark Advisors, LLC |
| 3 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 35% | 0.54% | CastleArk Management, LLC |
| 4 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX | 34% | 1.85% | RiverPark Advisors, LLC |
| 5 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 33% | 0.71% | Bridges Investment Management Inc |
| 6 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 32% | 0.52% | Brown Advisory LLC |
| 7 | Global X NYSE 100 ETF cheaper | 31% | 0.09% | — |
| 8 | Sarofim Equity Fund · SRFMX cheaper diff. adviser | 30% | 0.70% | Fayez Sarofim & Co., LLC |
| 9 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 30% | 0.79% | — |
| 10 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX | 29% | 1.00% | RiverPark Advisors, LLC |
| 11 | Frost Growth Equity Fund · FICEX, FACEX cheaper diff. adviser | 29% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 12 | ETC 6 Meridian Quality Growth ETF · SXQG cheaper diff. adviser | 29% | 0.55% | Exchange Traded Concepts, LLC |
| 13 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper diff. adviser | 29% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 14 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 28% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX cheaper | 28% | 0.73% | — |
| 16 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 28% | 0.56% | Macquarie Investment Management Business Trust |
| 17 | Penn Series Large Core Growth Fund cheaper diff. adviser | 28% | 0.85% | Penn Mutual Asset Management, LLC |
| 18 | SFT Macquarie Growth Fund cheaper diff. adviser | 28% | 0.95% | Securian Asset Management, Inc. |
| 19 | Nomura VIP Growth Series diff. adviser | 28% | 1.00% | Macquarie Investment Management Business Trust |
| 20 | Nomura VIP Growth Equity Series cheaper diff. adviser | 28% | 0.75% | Macquarie Investment Management Business Trust |
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