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 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 21% | 0.67% | AllianceBernstein L.P. |
| 2 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 21% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 3 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX diff. adviser | 20% | 0.85% | Robert W. Baird & Co. Incorporated |
| 4 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 20% | 0.82% | AMG Funds LLC |
| 5 | Penn Series SMID Cap Growth Fund diff. adviser | 19% | 1.04% | Penn Mutual Asset Management, LLC |
| 6 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX diff. adviser | 18% | 0.98% | Artisan Partners Limited Partnership |
| 7 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX diff. adviser | 17% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 8 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 17% | 0.79% | Allspring Funds Management, LLC |
| 9 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 17% | 1.15% | Allspring Funds Management, LLC |
| 10 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX diff. adviser | 17% | 0.82% | AMG Funds LLC |
| 11 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 17% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 12 | NVIT Allspring Discovery Fund diff. adviser | 16% | 0.83% | Nationwide Fund Advisors |
| 13 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 16% | 0.62% | Lord, Abbett & Co. LLC |
| 14 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX diff. adviser | 16% | 0.87% | AMG Funds LLC |
| 15 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper diff. adviser | 16% | 0.74% | Columbia Management Investment Advisers, LLC |
| 16 | Columbia Variable Portfolio - Acorn Fund · WUSAX diff. adviser | 16% | 0.91% | Columbia Management Investment Advisers, LLC |
| 17 | NAA MID GROWTH SERIES diff. adviser | 15% | 1.08% | New Age Alpha Advisors, LLC |
| 18 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 15% | 1.06% | Victory Capital Management Inc. |
| 19 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 15% | 0.84% | Lord, Abbett & Co. LLC |
| 20 | NAA MID GROWTH FUND diff. adviser | 15% | 1.27% | New Age Alpha Advisors, LLC |
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