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 | Vontobel Global Equity · VNGYX, VNGAX, VNGIX | 33% | 0.58% | Vontobel Asset Management, Inc |
| 2 | Parnassus Core Equity Fund · PRBLX, PRILX diff. adviser | 30% | 0.61% | Parnassus Investments, LLC |
| 3 | Bridges Investment Fund · BRGIX diff. adviser | 29% | 0.71% | Bridges Investment Management Inc |
| 4 | Parnassus Core Select ETF · PRCS diff. adviser | 28% | 0.58% | Parnassus Investments, LLC |
| 5 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX diff. adviser | 28% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 6 | SIMT Dynamic Asset Allocation Fund · SDYAX, SDYYX | 27% | 0.93% | — |
| 7 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 27% | 1.00% | RiverPark Advisors, LLC |
| 8 | ALTA QUALITY GROWTH FUND · AQLGX | 27% | 0.79% | — |
| 9 | Sarofim Equity Fund · SRFMX diff. adviser | 26% | 0.70% | Fayez Sarofim & Co., LLC |
| 10 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 26% | 1.85% | RiverPark Advisors, LLC |
| 11 | PROFUND VP NASDAQ-100 diff. adviser | 26% | 1.68% | ProFund Advisors LLC |
| 12 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 26% | 0.66% | Bright Rock Capital Management, LLC |
| 13 | Brown Advisory Flexible Equity ETF · BAFE diff. adviser | 26% | 0.54% | Brown Advisory LLC |
| 14 | CIBC ATLAS ALL CAP GROWTH FUND · AWGIX, AWGVX diff. adviser | 26% | 0.91% | CIBC Private Wealth Advisors, Inc. |
| 15 | SIIT DYNAMIC ASSET ALLOCATION FUND · SDLAX diff. adviser | 26% | 0.67% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 25% | 0.96% | Voya Investments, LLC |
| 17 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX diff. adviser | 25% | 0.83% | Morgan Stanley Investment Management Inc. |
| 18 | AMT Diversified Equity Fund · DAACX diff. adviser | 25% | 0.73% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Penn Series Large Core Growth Fund diff. adviser | 25% | 0.85% | Penn Mutual Asset Management, LLC |
| 20 | Nomura VIP Growth Equity Series diff. adviser | 25% | 0.75% | Macquarie Investment Management Business Trust |
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