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 | Partners III Opportunity Fund · WPOPX, WPOIX | 58% | 1.18% | Weitz Investment Management, Inc. |
| 2 | Large Cap Equity Fund · WVALX, WVAIX cheaper | 56% | 0.86% | Weitz Investment Management, Inc. |
| 3 | Conservative Allocation Fund · WBALX, WBAIX cheaper | 33% | 0.70% | Weitz Investment Management, Inc. |
| 4 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 32% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 5 | Touchstone Strategic Trust-Touchstone Large Cap Fund · TACLX, TFCCX, TLCYX, TLCIX cheaper diff. adviser | 27% | 0.69% | Touchstone Advisors, Inc. |
| 6 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 25% | 0.58% | Principal Global Investors, LLC |
| 7 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 25% | 0.57% | Principal Global Investors, LLC |
| 8 | Blue Chip Account diff. adviser | 25% | 0.90% | Principal Global Investors, LLC |
| 9 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper diff. adviser | 24% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 10 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 24% | 0.72% | Boston Management and Research |
| 11 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 24% | 0.59% | Calvert Research and Management |
| 12 | Strategic Equity Portfolio · GTCEX diff. adviser | 24% | 0.89% | Glenmede Investment Management LP |
| 13 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 14 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 23% | 0.77% | John Hancock Investment Management LLC |
| 15 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 22% | 2.42% | Saratoga Capital Management, LLC |
| 16 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 22% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX cheaper diff. adviser | 22% | 0.73% | Madison Asset Management, LLC |
| 18 | Polen Capital Global Growth ETF cheaper diff. adviser | 22% | 0.85% | IM Global Partner Fund Management, LLC |
| 19 | Bretton Fund · BRTNX diff. adviser | 21% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 20 | BlackRock Unconstrained Equity Fund cheaper diff. adviser | 21% | 0.84% | BlackRock Advisors, LLC |
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