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 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 62% | 0.89% | Lincoln Financial Investments Corporation |
| 2 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 61% | 0.98% | Voya Investments, LLC |
| 3 | Baron First Principles ETF · RONB cheaper | 39% | 1.00% | BAMCO, Inc. |
| 4 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX cheaper | 36% | 1.05% | BAMCO, Inc. |
| 5 | Baron Partners Fund · BPTRX, BPTIX, BPTUX | 30% | 1.99% | BAMCO, Inc. |
| 6 | BARON ASSET FUND · BARAX, BARIX, BARUX cheaper | 21% | 1.05% | BAMCO, Inc. |
| 7 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX cheaper | 17% | 1.06% | BAMCO, Inc. |
| 8 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper | 16% | 0.95% | BAMCO, Inc. |
| 9 | Baron Financials ETF · BCFN cheaper | 13% | 0.80% | BAMCO, Inc. |
| 10 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 12% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 11 | Mid Cap Fund cheaper diff. adviser | 11% | 0.92% | Madison Asset Management, LLC |
| 12 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX cheaper diff. adviser | 11% | 0.88% | Kornitzer Capital Management, Inc. |
| 13 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 11% | 0.72% | Madison Asset Management, LLC |
| 14 | Large Cap Growth Fund cheaper diff. adviser | 10% | 0.83% | Madison Asset Management, LLC |
| 15 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX cheaper diff. adviser | 10% | 0.73% | Madison Asset Management, LLC |
| 16 | Polen Focus Growth ETF cheaper | 10% | 0.49% | — |
| 17 | Polen Growth Fund · POLRX, POLIX cheaper diff. adviser | 9% | 0.97% | Polen Capital Management, L.L.C. |
| 18 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 9% | 0.89% | — |
| 19 | Virtus KAR Small-Cap Value Series cheaper diff. adviser | 9% | 1.10% | Virtus Investment Advisers, LLC |
| 20 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 9% | 0.86% | Kornitzer Capital Management, Inc. |
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