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 DISCOVERY FUND · BDFFX, BDFIX, BDFUX | 38% | 1.05% | BAMCO, Inc. |
| 2 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 24% | 0.83% | Brown Advisory LLC |
| 3 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper diff. adviser | 21% | 0.60% | PGIM INVESTMENTS LLC |
| 4 | Parnassus Mid Cap Growth Fund · PARNX, PFPRX cheaper diff. adviser | 21% | 0.68% | Parnassus Investments, LLC |
| 5 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 21% | 0.94% | Victory Capital Management Inc. |
| 6 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 20% | 0.51% | Franklin Advisers, Inc. |
| 7 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 20% | 0.90% | Thrivent Asset Management, LLC |
| 8 | Franklin Small-Mid Cap Growth VIP Fund diff. adviser | 20% | 0.83% | Franklin Advisers, Inc. |
| 9 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 20% | 0.00% | American Century Investment Management, Inc. |
| 10 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 19% | 0.57% | Lincoln Financial Investments Corporation |
| 11 | THRIVENT MID CAP GROWTH PORTFOLIO diff. adviser | 19% | 0.89% | Thrivent Financial for Lutherans |
| 12 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 18% | 0.02% | Carillon Tower Advisers, Inc. |
| 13 | EQ/MFS Mid Cap Focused Growth Portfolio diff. adviser | 18% | 0.85% | Equitable Investment Management Group, LLC |
| 14 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 17% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 15 | Transamerica Mid Cap Growth · MCGAX, MGTCX, IMCGX, TMIRX, TMIFX, TMITX, TAGFX diff. adviser | 17% | 0.82% | Transamerica Asset Management, Inc. |
| 16 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX diff. adviser | 17% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | BlackRock Mid-Cap Growth Equity Portfolio · CMGIX, CMGSX, BMGAX, BMGCX, BMRRX cheaper diff. adviser | 16% | 0.71% | BlackRock Advisors, LLC |
| 18 | Baron Technology ETF · BCTK | 16% | 0.75% | BAMCO, Inc. |
| 19 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 16% | 0.78% | — |
| 20 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 16% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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