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 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 23% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 2 | Polen Capital Global Growth ETF diff. adviser | 23% | 0.85% | IM Global Partner Fund Management, LLC |
| 3 | Brendan Wood TopGun ETF · BWTG diff. adviser | 22% | 0.95% | Tuttle Capital Management, LLC |
| 4 | Motley Fool Mid-Cap Growth ETF · TMFM | 22% | 0.85% | Motley Fool Asset Management |
| 5 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 22% | 0.70% | Nicholas Company, Inc. |
| 6 | NYLI VP Wellington Growth Portfolio cheaper diff. adviser | 21% | 0.72% | New York Life Investment Management LLC |
| 7 | Goldman Sachs Technology Opportunities ETF · GTOP cheaper | 21% | 0.65% | — |
| 8 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 21% | 0.45% | Delaware Management Company |
| 9 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper diff. adviser | 21% | 0.80% | Frontegra Asset Management, Inc. |
| 10 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 21% | 0.72% | New York Life Investment Management LLC |
| 11 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 21% | 1.01% | Polen Capital Management, L.L.C. |
| 12 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 20% | 0.77% | TCW Investment Management Company LLC |
| 13 | GROWTH PORTFOLIO cheaper diff. adviser | 20% | 0.34% | Wellington Management Company LLP |
| 14 | Monopoly ETF cheaper | 20% | 0.79% | — |
| 15 | Motley Fool 100 Index ETF · TMFC cheaper | 20% | 0.50% | Motley Fool Asset Management |
| 16 | Sofi Social 50 ETF · SFYF cheaper diff. adviser | 19% | 0.29% | Tidal Investments LLC |
| 17 | Large Cap Equity Fund · WVALX, WVAIX diff. adviser | 19% | 0.86% | Weitz Investment Management, Inc. |
| 18 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 19% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 19 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 19% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 20 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 19% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
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