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 | AMG Veritas Global Focus Fund · MFQAX, MFQTX diff. adviser | 27% | 0.88% | AMG Funds LLC |
| 2 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 26% | 0.77% | John Hancock Investment Management LLC |
| 3 | Mar Vista Strategic Growth Fund cheaper diff. adviser | 24% | 0.64% | Mar Vista Investment Partners |
| 4 | BNY Mellon Tax Managed Growth Fund · DTMGX, DPTAX, DPTRX diff. adviser | 24% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 5 | Polen Focus Growth ETF cheaper | 24% | 0.49% | — |
| 6 | Polen Growth Fund · POLRX, POLIX diff. adviser | 24% | 0.97% | Polen Capital Management, L.L.C. |
| 7 | Milliman - Capital Group Hedged U.S. Growth Fund diff. adviser | 24% | 1.09% | Milliman Financial Risk Management LLC |
| 8 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 23% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 9 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 22% | 1.01% | Polen Capital Management, L.L.C. |
| 10 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 22% | 0.60% | Putnam Investment Management, LLC |
| 11 | Allspring LT Large Growth ETF · AGRW cheaper diff. adviser | 22% | 0.35% | Allspring Funds Management, LLC |
| 12 | Jackson Square Large-Cap Growth Fund · JSPJX, JSPIX, DPLGX cheaper diff. adviser | 21% | 0.64% | Jackson Square Partners, LLC |
| 13 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 21% | 0.77% | TCW Investment Management Company LLC |
| 14 | Madison Sustainable Equity Fund · MFSIX, MFSYX cheaper diff. adviser | 21% | 0.81% | Madison Asset Management, LLC |
| 15 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 21% | 0.63% | New York Life Investment Management LLC |
| 16 | Nuveen Winslow Large-Cap Growth ESG ETF · NWLG cheaper diff. adviser | 21% | 0.65% | Nuveen Fund Advisors, LLC |
| 17 | Nuveen Winslow Large-Cap Growth ESG Fund · NWCAX, NWCCX, NVLIX, NWCFX cheaper | 20% | 0.54% | — |
| 18 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 20% | — | Boston Management and Research |
| 19 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 20% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | Monopoly ETF cheaper | 20% | 0.79% | — |
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