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 | NYLI PineStone U.S. Equity Fund · FCUPX, FCUIX, FCUDX, FCUCX, FCUEX cheaper diff. adviser | 33% | 0.61% | New York Life Investment Management LLC |
| 2 | DF DENT PREMIER GROWTH FUND · DFDPX cheaper diff. adviser | 30% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 3 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 30% | 0.59% | Calvert Research and Management |
| 4 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 30% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper diff. adviser | 30% | 0.70% | BAMCO, Inc. |
| 6 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 29% | 0.45% | Delaware Management Company |
| 7 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 28% | 0.72% | Boston Management and Research |
| 8 | Jensen Quality Growth ETF · JGRW cheaper | 28% | 0.57% | — |
| 9 | Baron Financials ETF · BCFN cheaper diff. adviser | 28% | 0.80% | BAMCO, Inc. |
| 10 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 27% | 0.77% | John Hancock Investment Management LLC |
| 11 | Polen Growth Fund · POLRX, POLIX cheaper diff. adviser | 27% | 0.97% | Polen Capital Management, L.L.C. |
| 12 | Polen Focus Growth ETF cheaper | 27% | 0.49% | — |
| 13 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 27% | 0.95% | BAMCO, Inc. |
| 14 | BBH Select Large Cap ETF cheaper | 26% | 0.71% | — |
| 15 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 26% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 16 | Polen Global Growth Fund · PGIRX, PGIIX cheaper diff. adviser | 26% | 1.01% | Polen Capital Management, L.L.C. |
| 17 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper diff. adviser | 26% | 0.71% | Brown Brothers Harriman & Co. |
| 18 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX cheaper diff. adviser | 25% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 19 | Virtus SGA Global Growth Fund · SGAPX, SGARX, SGAAX, SGACX cheaper | 25% | 0.90% | — |
| 20 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper diff. adviser | 25% | 0.84% | New York Life Investment Management LLC |
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