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 | Zevenbergen Growth Fund · ZVNIX, ZVNBX diff. adviser | 97% | 1.00% | Zevenbergen Capital Investments LLC |
| 2 | Zevenbergen Genea Fund · ZVGIX, ZVGNX diff. adviser | 64% | 1.00% | Zevenbergen Capital Investments LLC |
| 3 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX cheaper diff. adviser | 42% | 0.75% | BAMCO, Inc. |
| 4 | Virtus KAR Capital Growth Series | 40% | 1.03% | Virtus Investment Advisers, LLC |
| 5 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 40% | 0.73% | — |
| 6 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX | 38% | 1.16% | Virtus Investment Advisers, LLC |
| 7 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 38% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 38% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 9 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 37% | 0.69% | Harbor Capital Advisors, Inc. |
| 10 | BARON OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX diff. adviser | 37% | 1.04% | BAMCO, Inc. |
| 11 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper diff. adviser | 37% | 0.89% | EULAV Asset Management |
| 12 | THE HARTFORD GROWTH OPPORTUNITIES FUND · HGOAX, HGOCX, HGOYX, HGOIX, HGORX, HGOSX, HGOTX, HGOVX, HGOFX cheaper diff. adviser | 37% | 0.73% | Hartford Funds Management Company, LLC |
| 13 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 37% | 0.59% | Harbor Capital Advisors, Inc. |
| 14 | Hartford Large Cap Growth ETF · HFGO cheaper diff. adviser | 36% | 0.59% | Hartford Funds Management Company, LLC |
| 15 | Franklin DynaTech VIP Fund cheaper diff. adviser | 36% | 0.87% | Franklin Advisers, Inc. |
| 16 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 36% | 0.65% | Baillie Gifford Overseas Ltd |
| 17 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 36% | 0.44% | Franklin Advisers, Inc. |
| 18 | SA Wellington Capital Appreciation Portfolio diff. adviser | 36% | — | SunAmerica Asset Management, LLC |
| 19 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 36% | 0.75% | PGIM INVESTMENTS LLC |
| 20 | First Trust Multi-Manager Large Growth ETF · AFGR cheaper diff. adviser | 35% | 0.85% | First Trust Advisors L.P. |
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