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 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper | 52% | 0.86% | Kornitzer Capital Management, Inc. |
| 2 | MidCap Account cheaper diff. adviser | 27% | 0.53% | Principal Global Investors, LLC |
| 3 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 26% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 26% | 0.57% | Principal Global Investors, LLC |
| 5 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 26% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 6 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 24% | 0.83% | Franklin Advisers, Inc. |
| 7 | MoA Mid Cap Growth Fund cheaper diff. adviser | 23% | 0.63% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 8 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 22% | 0.75% | SunAmerica Asset Management, LLC |
| 9 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 22% | 0.54% | Mason Street Advisors, LLC |
| 10 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 22% | 0.51% | Franklin Advisers, Inc. |
| 11 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 22% | 0.59% | Jackson National Asset Management, LLC |
| 12 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 22% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 13 | CTIVP - Westfield Mid Cap Growth Fund cheaper diff. adviser | 21% | 0.82% | Columbia Management Investment Advisers, LLC |
| 14 | Baird Mid Cap Growth Fund · BMDIX, BMDSX cheaper diff. adviser | 21% | 0.81% | Robert W. Baird & Co. Incorporated |
| 15 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund · TEGAX, TOECX, TEGYX, TEGIX, TFGRX cheaper diff. adviser | 21% | 0.78% | Touchstone Advisors, Inc. |
| 16 | The MidCap Growth Fund · CFAGX cheaper diff. adviser | 20% | 0.78% | Commerce Investment Advisors, Inc. |
| 17 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 20% | 0.89% | American Beacon Advisors, Inc. |
| 18 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 20% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 19 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 20 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 19% | 0.31% | Nuveen Fund Advisors, LLC |
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