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 | Saturna Growth Fund · SSGFX, SGZFX diff. adviser | 36% | 0.75% | SATURNA CAPITAL CORPORATION |
| 2 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 35% | 0.57% | Principal Global Investors, LLC |
| 3 | Blue Chip Account diff. adviser | 35% | 0.90% | Principal Global Investors, LLC |
| 4 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 33% | 0.58% | Principal Global Investors, LLC |
| 5 | ALTA QUALITY GROWTH FUND · AQLGX | 32% | 0.79% | — |
| 6 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 32% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 7 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX cheaper diff. adviser | 32% | 0.60% | Brown Advisory LLC |
| 8 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 31% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 9 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 30% | 0.45% | Delaware Management Company |
| 10 | Fidelity Magellan ETF · FMAG cheaper diff. adviser | 30% | 0.57% | Fidelity Management & Research Company LLC |
| 11 | Jackson Square Large-Cap Growth Fund · JSPJX, JSPIX, DPLGX cheaper diff. adviser | 30% | 0.64% | Jackson Square Partners, LLC |
| 12 | Polen Focus Growth ETF cheaper | 30% | 0.49% | — |
| 13 | NYLI Winslow Large Cap Growth Fund · MLAAX, MLABX, MLACX, MLAIX, MLRRX, MLRTX, MLGRX, MLINX, MLRSX, MLRMX cheaper diff. adviser | 30% | 0.63% | New York Life Investment Management LLC |
| 14 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 29% | 1.10% | Gabelli Funds, LLC |
| 15 | Jensen Quality Growth ETF · JGRW cheaper | 29% | 0.57% | — |
| 16 | Polen Growth Fund · POLRX, POLIX diff. adviser | 29% | 0.97% | Polen Capital Management, L.L.C. |
| 17 | JPMorgan U.S. Sustainable Leaders Fund · JIISX, JICAX, JICCX, JIIGX cheaper diff. adviser | 29% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 18 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 29% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper diff. adviser | 29% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | BARRETT GROWTH FUND · BGRWX diff. adviser | 29% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
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