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 | 65% | 1.18% | Weitz Investment Management, Inc. |
| 2 | Multi Cap Equity Fund · WPVLX, WPVIX | 56% | 0.87% | Weitz Investment Management, Inc. |
| 3 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 38% | 0.72% | Boston Management and Research |
| 4 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 37% | 0.52% | Brown Advisory LLC |
| 5 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 37% | 0.57% | Principal Global Investors, LLC |
| 6 | Blue Chip Account diff. adviser | 36% | 0.90% | Principal Global Investors, LLC |
| 7 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 36% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 8 | Principal Focused Blue Chip ETF · BCHP cheaper diff. adviser | 36% | 0.58% | Principal Global Investors, LLC |
| 9 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 35% | 0.77% | John Hancock Investment Management LLC |
| 10 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 35% | 2.42% | Saratoga Capital Management, LLC |
| 11 | Polen Capital Global Growth ETF cheaper diff. adviser | 35% | 0.85% | IM Global Partner Fund Management, LLC |
| 12 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 34% | 0.99% | Kovitz Investment Group Partners, LLC |
| 13 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 33% | 1.01% | Polen Capital Management, L.L.C. |
| 14 | CTIVP - Principal Large Cap Growth Fund cheaper diff. adviser | 33% | 0.69% | Columbia Management Investment Advisers, LLC |
| 15 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 33% | 0.59% | Calvert Research and Management |
| 16 | Conservative Allocation Fund · WBALX, WBAIX cheaper | 32% | 0.70% | Weitz Investment Management, Inc. |
| 17 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 32% | 0.45% | Delaware Management Company |
| 18 | Polen Focus Growth ETF cheaper | 32% | 0.49% | — |
| 19 | Buffalo Growth Fund · BUFGX, BIIGX cheaper diff. adviser | 32% | 0.77% | Kornitzer Capital Management, Inc. |
| 20 | Polen Growth Fund · POLRX, POLIX diff. adviser | 32% | 0.97% | Polen Capital Management, L.L.C. |
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