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 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 23% | 0.95% | BAMCO, Inc. |
| 2 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 15% | 0.64% | Mar Vista Investment Partners |
| 3 | Siren DIVCON Dividend Defender ETF · DFND cheaper diff. adviser | 14% | 1.75% | SRN Advisors LLC |
| 4 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX cheaper diff. adviser | 14% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 5 | Ninety One Global Franchise Fund cheaper diff. adviser | 13% | 0.85% | Ninety One North America, Inc. |
| 6 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper diff. adviser | 12% | 0.70% | Lazard Asset Management LLC |
| 7 | Pioneer Fundamental Growth Fund cheaper | 11% | 0.66% | — |
| 8 | Madison Sustainable Equity Fund · MFSIX, MFSYX cheaper diff. adviser | 11% | 0.81% | Madison Asset Management, LLC |
| 9 | Akre Focus Fund · AKREX, AKRIX, AKRSX cheaper | 10% | 0.98% | — |
| 10 | American Century Low Volatility ETF cheaper | 10% | 0.29% | — |
| 11 | Sterling Capital Focus Equity ETF · LCG cheaper diff. adviser | 9% | 0.59% | Sterling Capital Management LLC |
| 12 | Pioneer Disciplined Growth Fund cheaper | 9% | 0.83% | — |
| 13 | MassMutual Premier Disciplined Growth Fund · MPGAX, MPGLX, MPGSX, DEIGX, MPDGX, MPDIX, MPDRX, MMNYX cheaper | 9% | 0.59% | — |
| 14 | Chestnut Street Exchange Fund diff. adviser | 8% | — | Mitchell Sinkler & Starr Inc |
| 15 | MML Equity Rotation Fund cheaper diff. adviser | 8% | 0.70% | MML Investment Advisers, LLC |
| 16 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN cheaper | 8% | 0.75% | — |
| 17 | VictoryShares THB Mid Cap ETF · MDCP cheaper diff. adviser | 8% | 0.55% | Victory Capital Management Inc. |
| 18 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX cheaper | 8% | 0.76% | — |
| 19 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 8% | 0.81% | Brown Brothers Harriman & Co. |
| 20 | Global Thematic Opportunities Fund cheaper diff. adviser | 7% | 0.85% | John Hancock Investment Management LLC |
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