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 Mid Cap Growth Fund · CMIDX, IMIDX cheaper diff. adviser | 21% | 0.82% | Congress Asset Management Company |
| 2 | Azzad Ethical Fund · ADJEX cheaper diff. adviser | 15% | 0.99% | Azzad Asset Management, Inc. |
| 3 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX cheaper diff. adviser | 14% | 0.81% | Sterling Capital Management LLC |
| 4 | Congress SMid Growth ETF · CSMD cheaper diff. adviser | 14% | 0.68% | Congress Asset Management Company |
| 5 | Argent Mid Cap ETF · AMID cheaper diff. adviser | 14% | 0.52% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Catalyst Insider Buying Fund · INSAX, INSCX, INSIX cheaper | 14% | 1.28% | — |
| 7 | EQ/MFS Mid Cap Focused Growth Portfolio cheaper diff. adviser | 14% | 0.85% | Equitable Investment Management Group, LLC |
| 8 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper diff. adviser | 14% | 0.49% | Pacer Advisors, Inc. |
| 9 | Inspire Capital Appreciation ETF · RISN cheaper diff. adviser | 14% | 0.72% | CWM Advisors, LLC |
| 10 | Argent Large Cap ETF · ABIG cheaper diff. adviser | 14% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Boston Trust Walden Midcap Fund · WAMFX cheaper diff. adviser | 13% | 1.00% | Boston Trust Walden Inc. |
| 12 | Inspire Growth ETF · GLRY cheaper diff. adviser | 13% | 0.80% | CWM Advisors, LLC |
| 13 | Boston Trust Walden SMID Cap Fund · WASMX cheaper diff. adviser | 13% | 1.00% | Boston Trust Walden Inc. |
| 14 | Invesco S&P MidCap Quality ETF · XMHQ cheaper diff. adviser | 12% | 0.25% | Invesco Capital Management LLC |
| 15 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 12% | 0.68% | Macquarie Investment Management Business Trust |
| 16 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX cheaper diff. adviser | 12% | 0.87% | EULAV Asset Management |
| 17 | THRIVENT MID CAP STOCK PORTFOLIO cheaper diff. adviser | 12% | 0.66% | Thrivent Financial for Lutherans |
| 18 | Penn Series Mid Cap Growth Fund cheaper diff. adviser | 12% | 0.96% | Penn Mutual Asset Management, LLC |
| 19 | Nomura VIP Mid Cap Growth Series cheaper diff. adviser | 12% | 0.85% | Macquarie Investment Management Business Trust |
| 20 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper diff. adviser | 12% | 0.60% | PGIM INVESTMENTS LLC |
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