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 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX | 40% | 0.85% | Robert W. Baird & Co. Incorporated |
| 2 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
| 3 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 26% | 0.86% | Kornitzer Capital Management, Inc. |
| 4 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 25% | 0.57% | Lincoln Financial Investments Corporation |
| 5 | The MidCap Growth Fund · CFAGX cheaper diff. adviser | 24% | 0.78% | Commerce Investment Advisors, Inc. |
| 6 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 23% | 0.51% | Franklin Advisers, Inc. |
| 7 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 23% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Franklin Small-Mid Cap Growth VIP Fund diff. adviser | 23% | 0.83% | Franklin Advisers, Inc. |
| 9 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 22% | 0.68% | Macquarie Investment Management Business Trust |
| 10 | Penn Series Mid Cap Growth Fund diff. adviser | 22% | 0.96% | Penn Mutual Asset Management, LLC |
| 11 | Nomura VIP Mid Cap Growth Series diff. adviser | 22% | 0.85% | Macquarie Investment Management Business Trust |
| 12 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 22% | 0.02% | Carillon Tower Advisers, Inc. |
| 13 | HARTFORD MIDCAP HLS FUND · HIMCX, HBMCX cheaper diff. adviser | 22% | 0.74% | Hartford Funds Management Company, LLC |
| 14 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX cheaper diff. adviser | 22% | 0.76% | Hartford Funds Management Company, LLC |
| 15 | Allspring Innovation Fund · WFSTX, WFTCX, WFTDX, WFTIX diff. adviser | 22% | 0.90% | Allspring Funds Management, LLC |
| 16 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX diff. adviser | 21% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 17 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 21% | 0.88% | Kornitzer Capital Management, Inc. |
| 18 | THRIVENT MID CAP GROWTH PORTFOLIO diff. adviser | 21% | 0.89% | Thrivent Financial for Lutherans |
| 19 | Azzad Ethical Fund · ADJEX diff. adviser | 21% | 0.99% | Azzad Asset Management, Inc. |
| 20 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 21% | 0.67% | T. Rowe Price Associates, Inc. |
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