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 | Large Cap Equity Fund · WVALX, WVAIX cheaper | 65% | 0.86% | Weitz Investment Management, Inc. |
| 2 | Multi Cap Equity Fund · WPVLX, WPVIX cheaper | 58% | 0.87% | Weitz Investment Management, Inc. |
| 3 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 32% | 0.77% | John Hancock Investment Management LLC |
| 4 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 32% | 0.58% | Principal Global Investors, LLC |
| 5 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 32% | 0.57% | Principal Global Investors, LLC |
| 6 | Blue Chip Account cheaper diff. adviser | 32% | 0.90% | Principal Global Investors, LLC |
| 7 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 31% | 0.52% | Brown Advisory LLC |
| 8 | DF DENT PREMIER GROWTH FUND · DFDPX cheaper diff. adviser | 31% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 9 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 31% | 0.72% | Boston Management and Research |
| 10 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 31% | 2.42% | Saratoga Capital Management, LLC |
| 11 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 30% | 0.71% | Brown Brothers Harriman & Co. |
| 12 | BBH Select Large Cap ETF cheaper | 30% | 0.71% | — |
| 13 | KOVITZ CORE EQUITY ETF · EQTY cheaper diff. adviser | 30% | 0.99% | Kovitz Investment Group Partners, LLC |
| 14 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 30% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 15 | BlackRock Unconstrained Equity Fund cheaper diff. adviser | 29% | 0.84% | BlackRock Advisors, LLC |
| 16 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 17 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 29% | 0.45% | Delaware Management Company |
| 18 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 28% | 0.59% | Calvert Research and Management |
| 19 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 28% | 0.50% | Motley Fool Asset Management |
| 20 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 28% | 0.70% | Nicholas Company, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.