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 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX diff. adviser | 37% | 0.77% | John Hancock Investment Management LLC |
| 2 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 35% | 0.80% | AllianceBernstein L.P. |
| 3 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 35% | 0.45% | Delaware Management Company |
| 4 | Polen Focus Growth ETF cheaper | 34% | 0.49% | — |
| 5 | Polen Growth Fund · POLRX, POLIX diff. adviser | 34% | 0.97% | Polen Capital Management, L.L.C. |
| 6 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 34% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 7 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 33% | 0.39% | AllianceBernstein L.P. |
| 8 | RED OAK TECHNOLOGY SELECT FUND · ROGSX diff. adviser | 33% | 0.90% | Oak Associates, Ltd. |
| 9 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 33% | 0.83% | Victory Capital Management Inc. |
| 10 | Appreciation Portfolio diff. adviser | 33% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 11 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 33% | 2.42% | Saratoga Capital Management, LLC |
| 12 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 33% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 13 | BARRETT GROWTH FUND · BGRWX diff. adviser | 32% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 14 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX | 32% | 0.90% | — |
| 15 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 32% | 0.74% | — |
| 16 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 32% | 0.35% | Allspring Funds Management, LLC |
| 17 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 32% | 1.01% | Polen Capital Management, L.L.C. |
| 18 | Lazard US Equity Concentrated Portfolio · LEVOX, LEVIX, RLUEX cheaper diff. adviser | 32% | 0.75% | Lazard Asset Management LLC |
| 19 | Growth Stock Portfolio cheaper diff. adviser | 32% | 0.42% | Mason Street Advisors, LLC |
| 20 | T. Rowe Price Blue Chip Growth ETF · TCHP cheaper diff. adviser | 32% | 0.57% | T. Rowe Price Associates, Inc. |
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