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 | Federated Hermes SDG Engagement Equity Fund · FHESX, FHEQX, FHERX | 45% | 0.89% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 2 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 18% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 3 | Mairs & Power Small Cap Fund · MSCFX diff. adviser | 17% | 0.94% | Mairs & Power, Inc. |
| 4 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 15% | 1.12% | Royce Investment Partners |
| 5 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX diff. adviser | 15% | 0.96% | Brown Advisory LLC |
| 6 | Neuberger Berman Genesis Portfolio diff. adviser | 15% | 0.81% | Brighthouse Investment Advisers, LLC |
| 7 | RMB SMID Cap Fund · RMBMX diff. adviser | 14% | 0.81% | Curi RMB Capital, LLC |
| 8 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 14% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 9 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 14% | 0.83% | Brown Advisory LLC |
| 10 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 14% | 0.88% | Kornitzer Capital Management, Inc. |
| 11 | First Trust RBA American Industrial Renaissance ETF · AIRR cheaper | 13% | 0.69% | — |
| 12 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX diff. adviser | 13% | 0.81% | Boston Management and Research |
| 13 | THRIVENT MID CAP GROWTH PORTFOLIO diff. adviser | 13% | 0.89% | Thrivent Financial for Lutherans |
| 14 | PGIM Jennison NextGeneration Global Opportunities Fund · PAHTX, PAHUX, PAHVX, PAHSX diff. adviser | 13% | 1.01% | PGIM INVESTMENTS LLC |
| 15 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 13% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 13% | 0.60% | — |
| 17 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 12% | 0.90% | Thrivent Asset Management, LLC |
| 18 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX diff. adviser | 12% | 0.98% | Artisan Partners Limited Partnership |
| 19 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 12% | 0.55% | Tidal Investments LLC |
| 20 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 12% | 0.79% | D.F. DENT AND COMPANY, INC. |
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