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 | PROFUND VP MIDCAP GROWTH diff. adviser | 13% | 1.68% | ProFund Advisors LLC |
| 2 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX diff. adviser | 13% | 0.88% | Victory Capital Management Inc. |
| 3 | NAA MID GROWTH SERIES diff. adviser | 13% | 1.08% | New Age Alpha Advisors, LLC |
| 4 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 13% | 0.03% | The Vanguard Group, Inc. |
| 5 | NAA MID GROWTH FUND diff. adviser | 13% | 1.27% | New Age Alpha Advisors, LLC |
| 6 | OneAscent Enhanced Small and Mid Cap ETF · OASC diff. adviser | 12% | 0.69% | OneAscent Investment Solutions, LLC |
| 7 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 12% | 1.78% | ProFund Advisors LLC |
| 8 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper diff. adviser | 12% | 0.35% | Invesco Capital Management LLC |
| 9 | Horizon Small/Mid Cap Core Equity ETF | 12% | 0.75% | — |
| 10 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 11% | 1.53% | Security Investors, LLC |
| 11 | S&P MidCap 400 Pure Growth Fund diff. adviser | 11% | 1.64% | Security Investors, LLC |
| 12 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 11% | 0.68% | First Trust Advisors L.P. |
| 13 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY · FTHNX, FTHFX, FTHSX, FTYCX, FTHAX cheaper | 11% | 0.64% | — |
| 14 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 11% | 0.15% | SSGA Funds Management, Inc. |
| 15 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 11% | 0.17% | BlackRock Fund Advisors |
| 16 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 10% | 0.97% | HORIZON INVESTMENTS LLC. |
| 17 | Invesco Discovery Fund cheaper diff. adviser | 10% | 0.65% | Invesco Advisers, Inc. |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 10% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | Archer Multi Cap Fund · ALSMX diff. adviser | 10% | 0.96% | Archer Investment Corp. |
| 20 | Victory Integrity Small/Mid-Cap Value Fund · MAISX, MYISX, MIRSX, MMMSX diff. adviser | 10% | 0.83% | Victory Capital Management Inc. |
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