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 | Congress Small Cap Growth Fund · CSMVX, CSMCX | 20% | 1.01% | Congress Asset Management Company |
| 2 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX diff. adviser | 19% | 0.85% | Robert W. Baird & Co. Incorporated |
| 3 | Congress Mid Cap Growth Fund · CMIDX, IMIDX | 18% | 0.82% | Congress Asset Management Company |
| 4 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX diff. adviser | 17% | 0.75% | Nationwide Fund Advisors |
| 5 | Buffalo Small Cap Growth Fund · BUFSX, BUISX diff. adviser | 17% | 0.87% | Kornitzer Capital Management, Inc. |
| 6 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX diff. adviser | 16% | 0.79% | Allspring Funds Management, LLC |
| 7 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 16% | 1.15% | Allspring Funds Management, LLC |
| 8 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 16% | 1.53% | Security Investors, LLC |
| 9 | S&P MidCap 400 Pure Growth Fund diff. adviser | 16% | 1.64% | Security Investors, LLC |
| 10 | NVIT Allspring Discovery Fund diff. adviser | 16% | 0.83% | Nationwide Fund Advisors |
| 11 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper diff. adviser | 15% | 0.49% | Pacer Advisors, Inc. |
| 12 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX diff. adviser | 15% | 1.15% | RiverPark Advisors, LLC |
| 13 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper diff. adviser | 15% | 0.35% | Invesco Capital Management LLC |
| 14 | Developing Growth Portfolio diff. adviser | 14% | 1.04% | Lord, Abbett & Co. LLC |
| 15 | Empiric Fund · EMCAX, EMCCX diff. adviser | 14% | 2.24% | Empiric Advisors, Inc. |
| 16 | RMB Small Cap Fund · RMBBX diff. adviser | 14% | 0.96% | Curi RMB Capital, LLC |
| 17 | Putnam VT Small Cap Growth Fund diff. adviser | 14% | 0.88% | Putnam Investment Management, LLC |
| 18 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 14% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 19 | Invesco Discovery Fund cheaper diff. adviser | 14% | 0.65% | Invesco Advisers, Inc. |
| 20 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX diff. adviser | 13% | 0.87% | AMG Funds LLC |
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