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 | WEDGEWOOD FUND · RWGFX, RWGIX diff. adviser | 25% | 1.00% | RiverPark Advisors, LLC |
| 2 | SFT Macquarie Growth Fund diff. adviser | 25% | 0.95% | Securian Asset Management, Inc. |
| 3 | Penn Series Large Core Growth Fund cheaper diff. adviser | 25% | 0.85% | Penn Mutual Asset Management, LLC |
| 4 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 25% | 0.56% | Macquarie Investment Management Business Trust |
| 5 | Nomura VIP Growth Equity Series cheaper diff. adviser | 25% | 0.75% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Growth Series diff. adviser | 25% | 1.00% | Macquarie Investment Management Business Trust |
| 7 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 24% | 0.65% | Morgan Stanley Investment Management Inc. |
| 8 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper diff. adviser | 24% | 0.84% | New York Life Investment Management LLC |
| 9 | Suncoast Select Growth ETF · SEMG cheaper | 24% | 0.60% | — |
| 10 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 24% | 0.48% | ALPS Advisors, Inc. |
| 11 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 23% | 0.79% | — |
| 12 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 22% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 13 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 21% | 0.52% | Brown Advisory LLC |
| 14 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper diff. adviser | 21% | 0.59% | Natixis Advisors, LLC |
| 15 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 21% | 0.70% | Touchstone Advisors, Inc. |
| 16 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX cheaper diff. adviser | 21% | 0.72% | Boston Management and Research |
| 17 | AUXIER FOCUS FUND · AUXAX, AUXFX, AUXIX cheaper diff. adviser | 21% | 0.80% | AUXIER ASSET MANAGEMENT LLC |
| 18 | AOT Software Platform ETF · AOTS cheaper | 21% | 0.49% | — |
| 19 | NPF Core Equity ETF | 21% | — | — |
| 20 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 21% | 0.60% | Allspring Funds Management, LLC |
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