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 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX cheaper | 6% | 1.19% | Timothy Partners Ltd. |
| 2 | Taylor Frigon Core Growth Fund · TFCGX cheaper diff. adviser | 5% | 1.45% | TAYLOR FRIGON CAPITAL MANAGEMENT, LLC |
| 3 | JAMES MICRO CAP FUND · JMCRX diff. adviser | 4% | 1.50% | James Investment Research, Inc. |
| 4 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 4% | 0.78% | Kornitzer Capital Management, Inc. |
| 5 | AVE MARIA GROWTH FUND · AVEGX cheaper diff. adviser | 4% | 0.91% | Schwartz Investment Counsel, Inc. |
| 6 | Reynolds Blue Chip Growth Fund · RBCGX diff. adviser | 4% | 2.01% | Reynolds Capital Management, LLC |
| 7 | Global Atlantic BlackRock Disciplined International Core Portfolio cheaper diff. adviser | 4% | 0.84% | Global Atlantic Investment Advisors, LLC |
| 8 | Total Return Securities Fund | 4% | — | — |
| 9 | Bluerock Private Real Estate Fund | 4% | — | — |
| 10 | Stone Ridge Reinsurance Risk Premium Interval Fund | 4% | — | — |
| 11 | Pomona Investment Fund | 4% | — | — |
| 12 | Accordant ODCE Index Fund | 4% | — | — |
| 13 | StepStone Private Infrastructure Fund | 4% | — | — |
| 14 | Callodine Specialty Income Fund | 4% | — | — |
| 15 | Corient Registered Alternatives Fund | 4% | — | — |
| 16 | StepStone Private Equity Strategies Fund | 4% | — | — |
| 17 | GOVERNMENT STREET OPPORTUNITIES FUND · GVMCX cheaper diff. adviser | 4% | 1.05% | Leavell Investment Management, Inc. |
| 18 | Timothy Plan Large/Mid Cap Value Fund · TLVAX, TLVCX, TMVIX cheaper | 4% | 1.16% | Timothy Partners Ltd. |
| 19 | Timothy Plan Aggressive Growth Fund · TAAGX, TCAGX, TIAGX cheaper | 4% | 1.36% | Timothy Partners Ltd. |
| 20 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 4% | 0.86% | Kornitzer Capital Management, Inc. |
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