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 | Baron Partners Fund · BPTRX, BPTIX, BPTUX | 40% | 1.99% | BAMCO, Inc. |
| 2 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX | 39% | 1.05% | BAMCO, Inc. |
| 3 | Baron First Principles ETF · RONB cheaper | 39% | 1.00% | BAMCO, Inc. |
| 4 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 29% | 0.89% | Lincoln Financial Investments Corporation |
| 5 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 28% | 0.98% | Voya Investments, LLC |
| 6 | BARON OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX cheaper | 25% | 1.04% | BAMCO, Inc. |
| 7 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX | 21% | 1.34% | BAMCO, Inc. |
| 8 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 20% | 0.75% | Nationwide Fund Advisors |
| 9 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 19% | 0.86% | Kornitzer Capital Management, Inc. |
| 10 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 19% | 0.31% | Nuveen Fund Advisors, LLC |
| 11 | MoA Mid Cap Growth Fund cheaper diff. adviser | 19% | 0.63% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 12 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper | 18% | 0.95% | BAMCO, Inc. |
| 13 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX cheaper diff. adviser | 17% | 0.88% | Kornitzer Capital Management, Inc. |
| 14 | THRIVENT MID CAP GROWTH FUND · TMCGX cheaper diff. adviser | 16% | 0.90% | Thrivent Asset Management, LLC |
| 15 | Azzad Ethical Fund · ADJEX cheaper diff. adviser | 16% | 0.99% | Azzad Asset Management, Inc. |
| 16 | Baron Financials ETF · BCFN cheaper | 16% | 0.80% | BAMCO, Inc. |
| 17 | Baron SMID Cap ETF · BCSM cheaper | 15% | 0.75% | BAMCO, Inc. |
| 18 | ALGER MID CAP GROWTH FUND · AMGAX, AMCGX, AMGCX, AMCZX cheaper diff. adviser | 15% | 0.92% | Fred Alger Management, Inc. |
| 19 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX cheaper diff. adviser | 15% | 0.82% | Bright Rock Capital Management, LLC |
| 20 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 15% | 0.57% | Principal Global Investors, LLC |
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