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 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX cheaper diff. adviser | 64% | 0.90% | Virtus Investment Advisers, LLC |
| 2 | Zevenbergen Growth Fund · ZVNIX, ZVNBX | 63% | 1.00% | Zevenbergen Capital Investments LLC |
| 3 | Baillie Gifford Institutional Long Term Global Growth Fund | 35% | — | — |
| 4 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX cheaper diff. adviser | 35% | 0.75% | BAMCO, Inc. |
| 5 | Baillie Gifford Long Term Global Growth Fund · BGLTX, BGLOX, BGLFX, BGADX, BSGLX, BGLKX cheaper diff. adviser | 35% | 0.55% | Baillie Gifford Overseas Ltd |
| 6 | Founder-Led ETF diff. adviser | 33% | — | Corgi Strategies, LLC |
| 7 | Virtus KAR Capital Growth Series diff. adviser | 32% | 1.03% | Virtus Investment Advisers, LLC |
| 8 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 32% | 0.73% | — |
| 9 | Baron Technology ETF · BCTK cheaper diff. adviser | 32% | 0.75% | BAMCO, Inc. |
| 10 | Baillie Gifford U.S. Equity Growth Fund · BGGSX, BGGKX cheaper diff. adviser | 31% | 0.65% | Baillie Gifford Overseas Ltd |
| 11 | American Century Focused Dynamic Growth ETF · FDG cheaper | 31% | 0.45% | — |
| 12 | Focused Dynamic Growth Fund · ACFOX, ACFSX, ACFDX, ACFCX, ACFNX, ACFGX cheaper | 30% | 0.00% | — |
| 13 | Dana Unconstrained Equity ETF · DUNK cheaper | 30% | 0.75% | — |
| 14 | Neuberger Berman Disrupters ETF · NBDS cheaper diff. adviser | 30% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 15 | BARON OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX diff. adviser | 30% | 1.04% | BAMCO, Inc. |
| 16 | Baron Global Opportunity Fund · BGAFX, BGAIX, BGLUX cheaper diff. adviser | 29% | 0.91% | BAMCO, Inc. |
| 17 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper diff. adviser | 29% | 0.89% | EULAV Asset Management |
| 18 | Baron Technology Fund · BTEUX, BTEEX, BTECX cheaper diff. adviser | 29% | 0.95% | BAMCO, Inc. |
| 19 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 29% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | SLOW CAPITAL GROWTH FUND · SLWGX cheaper diff. adviser | 29% | 0.85% | Slow Capital, Inc. |
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