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 MidCap Fund · CIPMX, CIPIX cheaper | 45% | 0.84% | Champlain Investment Partners, LLC |
| 2 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 17% | 0.31% | Nuveen Fund Advisors, LLC |
| 3 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 16% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 4 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 16% | 0.59% | Nicholas Company, Inc. |
| 5 | Edgewood Growth Fund · EGFIX, EGFFX, EGFSX diff. adviser | 15% | 1.00% | EDGEWOOD MANAGEMENT LLC |
| 6 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX cheaper diff. adviser | 14% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 7 | Motley Fool Mid-Cap Growth ETF · TMFM diff. adviser | 14% | 0.85% | Motley Fool Asset Management |
| 8 | Formidable Fortress ETF · KONG diff. adviser | 13% | 0.89% | Formidable Asset Management, LLC |
| 9 | GraniteShares Nasdaq Select Disruptors ETF cheaper diff. adviser | 13% | 0.60% | GraniteShares Advisors LLC |
| 10 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX cheaper diff. adviser | 13% | 0.83% | Brown Advisory LLC |
| 11 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 13% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 12 | Transamerica Mid Cap Growth · MCGAX, MGTCX, IMCGX, TMIRX, TMIFX, TMITX, TAGFX cheaper diff. adviser | 13% | 0.82% | Transamerica Asset Management, Inc. |
| 13 | First Trust Cloud Computing ETF · SKYY cheaper | 12% | 0.60% | — |
| 14 | SLOW CAPITAL GROWTH FUND · SLWGX diff. adviser | 12% | 0.85% | Slow Capital, Inc. |
| 15 | AVE MARIA RISING DIVIDEND FUND · AVEDX diff. adviser | 12% | 0.90% | Schwartz Investment Counsel, Inc. |
| 16 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX cheaper diff. adviser | 12% | 0.76% | Hartford Funds Management Company, LLC |
| 17 | Select Software and IT Services Portfolio · FSCSX cheaper diff. adviser | 12% | 0.62% | Fidelity Management & Research Company LLC |
| 18 | JNL Multi-Manager Mid Cap Fund cheaper diff. adviser | 12% | 0.79% | Jackson National Asset Management, LLC |
| 19 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 11% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 20 | Themes Cloud Computing ETF · CLOD cheaper | 11% | 0.35% | — |
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