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 | The Disciplined Growth Investors Equity Fund | 72% | — | — |
| 2 | Invesco S&P SmallCap Information Technology ETF · PSCT cheaper | 11% | 0.29% | Invesco Capital Management LLC |
| 3 | First Trust Cloud Computing ETF · SKYY cheaper | 10% | 0.60% | — |
| 4 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper | 9% | 0.49% | Pacer Advisors, Inc. |
| 5 | Mairs & Power Small Cap Fund · MSCFX | 9% | 0.94% | Mairs & Power, Inc. |
| 6 | ProShares S&P Technology Dividend Aristocrats ETF · TDV cheaper | 9% | 0.45% | PROSHARE ADVISORS LLC |
| 7 | ALPS Disruptive Technologies ETF · DTEC cheaper | 9% | 0.50% | ALPS Advisors, Inc. |
| 8 | ProShares Ultra Nasdaq Cloud Computing · SKYU | 9% | 0.95% | PROSHARE ADVISORS LLC |
| 9 | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY · FTSFX, FTSAX, FTSIX, FTWCX | 9% | 0.83% | — |
| 10 | ICON HEALTH AND INFORMATION TECHNOLOGY FUND · ICTTX, ICTEX | 8% | 1.29% | CCM Partners, LP. dba Shelton Capital Management |
| 11 | Sit Mid Cap Growth Fund · NBNGX | 8% | 1.25% | Sit Investment Associates, Inc. |
| 12 | Brown Capital Management Small Company Fund · BCSIX, BCSSX | 8% | 1.12% | Brown Capital Management, LLC |
| 13 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper | 7% | 0.68% | Nationwide Fund Advisors |
| 14 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 7% | 0.67% | — |
| 15 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 7% | 0.84% | — |
| 16 | Eventide Exponential Technologies Fund · ETNEX, ETAEX, ETCEX, ETIEX | 7% | 1.35% | — |
| 17 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX | 7% | 0.89% | American Beacon Advisors, Inc. |
| 18 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper | 7% | 0.65% | Glenmede Investment Management LP |
| 19 | Telecommunications Fund · RYMIX, RYMAX, RYTLX, RYCSX | 7% | 1.39% | Security Investors, LLC |
| 20 | Telecommunications Fund | 7% | 1.77% | Security Investors, LLC |
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