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 | Champlain Strategic Focus Fund · CIPRX, CIPTX | 45% | 0.85% | Champlain Investment Partners, LLC |
| 2 | JNL Multi-Manager Mid Cap Fund cheaper diff. adviser | 29% | 0.79% | Jackson National Asset Management, LLC |
| 3 | Champlain Small Company Fund · CIPSX, CIPNX | 27% | 0.99% | Champlain Investment Partners, LLC |
| 4 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 25% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 5 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 21% | 0.86% | Kornitzer Capital Management, Inc. |
| 6 | Motley Fool Mid-Cap Growth ETF · TMFM diff. adviser | 17% | 0.85% | Motley Fool Asset Management |
| 7 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 17% | 0.59% | Nicholas Company, Inc. |
| 8 | Boston Trust Midcap Fund · BTMFX diff. adviser | 17% | 0.98% | Boston Trust Walden Inc. |
| 9 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 17% | 0.89% | American Beacon Advisors, Inc. |
| 10 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 17% | 1.00% | Boston Trust Walden Inc. |
| 11 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX cheaper diff. adviser | 16% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 12 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 16% | 0.51% | Franklin Advisers, Inc. |
| 13 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 16% | 0.90% | Thrivent Asset Management, LLC |
| 14 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 16% | 0.88% | Kornitzer Capital Management, Inc. |
| 15 | MassMutual Mid Cap Growth Fund · MEFAX, MMELX, MEFNX, MGRFX, MEFYX, MEFZX, MEFFX, MMNGX cheaper diff. adviser | 16% | 0.66% | MML Investment Advisers, LLC |
| 16 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 15% | 0.05% | Fidelity Management & Research Company LLC |
| 17 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 15% | 0.40% | Voya Investments, LLC |
| 18 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 15% | 0.23% | BlackRock Fund Advisors |
| 19 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper diff. adviser | 15% | 0.60% | PGIM INVESTMENTS LLC |
| 20 | Empower T. Rowe Price Mid Cap Growth Fund · MXMGX, MXYKX cheaper diff. adviser | 15% | 0.66% | Empower Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.