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 Mid Cap Growth Fund · BMDIX, BMDSX cheaper | 40% | 0.81% | Robert W. Baird & Co. Incorporated |
| 2 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 24% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 23% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Penn Series SMID Cap Growth Fund diff. adviser | 22% | 1.04% | Penn Mutual Asset Management, LLC |
| 5 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 22% | 0.79% | Allspring Funds Management, LLC |
| 6 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 22% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 7 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 22% | 1.15% | Allspring Funds Management, LLC |
| 8 | NVIT Allspring Discovery Fund cheaper diff. adviser | 21% | 0.83% | Nationwide Fund Advisors |
| 9 | NYLI Fiera SMID Growth Fund · APSLX, APSGX, APSDX, APSRX cheaper diff. adviser | 20% | 0.82% | New York Life Investment Management LLC |
| 10 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 20% | 0.80% | Nuveen Fund Advisors, LLC |
| 11 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 19% | 0.68% | Macquarie Investment Management Business Trust |
| 12 | Congress SMid Growth ETF · CSMD cheaper diff. adviser | 19% | 0.68% | Congress Asset Management Company |
| 13 | Penn Series Mid Cap Growth Fund diff. adviser | 19% | 0.96% | Penn Mutual Asset Management, LLC |
| 14 | Nomura VIP Mid Cap Growth Series diff. adviser | 19% | 0.85% | Macquarie Investment Management Business Trust |
| 15 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 19% | 0.67% | AllianceBernstein L.P. |
| 16 | Osterweis Opportunity Fund · OSTGX diff. adviser | 18% | 1.12% | Osterweis Capital Management, LLC |
| 17 | Developing Growth Portfolio diff. adviser | 18% | 1.04% | Lord, Abbett & Co. LLC |
| 18 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 18% | 0.82% | AMG Funds LLC |
| 19 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 17% | 1.53% | Security Investors, LLC |
| 20 | S&P MidCap 400 Pure Growth Fund diff. adviser | 17% | 1.64% | Security Investors, LLC |
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