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 ALL CAP FUND · SBRAX, SBHAX | 58% | 0.84% | SEGALL BRYANT AND HAMILL LLC |
| 2 | SBH GLOBAL ALL CAP FUND · WTMVX, WIMVX | 46% | 0.74% | SEGALL BRYANT AND HAMILL LLC |
| 3 | BARRETT GROWTH FUND · BGRWX | 41% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 4 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 39% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 5 | Victory Aggressive Growth Fund · USAUX, UIAGX cheaper diff. adviser | 39% | 0.64% | Victory Capital Management Inc. |
| 6 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG diff. adviser | 39% | 0.65% | Nuveen Fund Advisors, LLC |
| 7 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 38% | 0.54% | — |
| 8 | Mairs & Power Growth Fund · MPGFX cheaper diff. adviser | 38% | 0.62% | Mairs & Power, Inc. |
| 9 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 38% | 0.63% | New York Life Investment Management LLC |
| 10 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 37% | 0.77% | TCW Investment Management Company LLC |
| 11 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 37% | 0.83% | Victory Capital Management Inc. |
| 12 | Eaton Vance Enhanced Equity Income Fund II | 37% | — | — |
| 13 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 37% | 0.50% | Motley Fool Asset Management |
| 14 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 37% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 15 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 37% | 0.63% | Lincoln Financial Investments Corporation |
| 16 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 37% | 0.45% | Delaware Management Company |
| 17 | Stock Portfolio diff. adviser | 37% | — | Boston Management and Research |
| 18 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 37% | 0.35% | Allspring Funds Management, LLC |
| 19 | Eaton Vance Enhanced Equity Income Fund | 37% | — | — |
| 20 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 37% | — | — |
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