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 | Friess Brandywine Fund | 52% | 1.00% | — |
| 2 | Catalyst Pivotal Growth Fund | 13% | — | — |
| 3 | Fidelity Flex Opportunistic Insights Fund cheaper | 12% | 0.00% | — |
| 4 | Siren Large Cap Blend Index ETF | 12% | — | — |
| 5 | SA Wellington Capital Appreciation Portfolio cheaper | 12% | 0.72% | — |
| 6 | Fidelity Flex Large Cap Growth Fund | 11% | — | — |
| 7 | JPMorgan Macro Opportunities Fund cheaper | 11% | 0.70% | — |
| 8 | NT Equity Growth Fund | 11% | — | — |
| 9 | AST Jennison Large-Cap Growth Portfolio cheaper | 11% | 0.98% | — |
| 10 | Delaware Growth Equity Fund cheaper | 11% | 0.76% | — |
| 11 | AST MFS Growth Portfolio cheaper | 10% | 0.96% | — |
| 12 | NT Disciplined Growth Fund | 10% | — | — |
| 13 | Logan Capital Large Cap Growth Fund | 10% | — | — |
| 14 | Victory NewBridge Large Cap Growth Fund cheaper | 10% | 0.95% | — |
| 15 | LGBTQ + ESG100 ETF cheaper | 10% | 0.75% | — |
| 16 | First Trust Dorsey Wright Peoples Portfolio ETF cheaper | 10% | 0.60% | — |
| 17 | NT Growth Fund cheaper | 10% | 0.00% | — |
| 18 | Invesco V.I. S&P 500 Index Fund | 9% | — | — |
| 19 | F/m Investments Large Cap Focused Fund | 9% | — | — |
| 20 | Index Portfolio | 9% | — | — |
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