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 | SBH GLOBAL ALL CAP FUND · WTMVX, WIMVX cheaper | 61% | 0.74% | SEGALL BRYANT AND HAMILL LLC |
| 2 | SEGALL BRYANT & HAMILL SELECT EQUITY ETF · USSE cheaper | 58% | 0.65% | SEGALL BRYANT AND HAMILL LLC |
| 3 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 39% | 0.70% | Nicholas Company, Inc. |
| 4 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 38% | 0.29% | Principal Global Investors, LLC |
| 5 | Allspring Managed Account CoreBuilder Shares Series EPI · AEPIX cheaper diff. adviser | 38% | 0.00% | Allspring Funds Management, LLC |
| 6 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 38% | 0.28% | Allspring Funds Management, LLC |
| 7 | Victory Aggressive Growth Fund · USAUX, UIAGX cheaper diff. adviser | 37% | 0.64% | Victory Capital Management Inc. |
| 8 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 36% | 0.45% | Principal Global Investors, LLC |
| 9 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 36% | 0.62% | Empower Capital Management, LLC |
| 10 | Stock Portfolio diff. adviser | 36% | — | Boston Management and Research |
| 11 | Nuveen Life Growth Equity Fund · TLGQX cheaper diff. adviser | 36% | 0.52% | Teachers Advisors, LLC |
| 12 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 36% | 0.00% | Teachers Advisors, LLC |
| 13 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 35% | 0.50% | Motley Fool Asset Management |
| 14 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 35% | — | — |
| 15 | Eaton Vance Enhanced Equity Income Fund | 35% | — | — |
| 16 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 35% | — | Boston Management and Research |
| 17 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 35% | 0.65% | — |
| 18 | HVIA EQUITY FUND · HVEIX, HVENX diff. adviser | 35% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 19 | DAVENPORT CORE LEADERS FUND · DAVPX diff. adviser | 35% | 0.85% | Davenport & Company LLC |
| 20 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 35% | 0.65% | Nuveen Fund Advisors, LLC |
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