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 diff. adviser | 21% | 0.82% | Congress Asset Management Company |
| 2 | Bancreek U.S. Large Cap ETF · BCUS cheaper diff. adviser | 19% | 0.70% | Exchange Traded Concepts, LLC |
| 3 | AdvisorShares HVAC and Industrials ETF · HVAC diff. adviser | 19% | 1.00% | AdvisorShares Investments, LLC |
| 4 | TimesSquare Quality Mid Cap Growth ETF | 19% | — | — |
| 5 | Invesco S&P 500 Pure Growth ETF · RPG cheaper diff. adviser | 19% | 0.35% | Invesco Capital Management LLC |
| 6 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX diff. adviser | 18% | 0.87% | AMG Funds LLC |
| 7 | Logan Capital Broad Innovative Growth ETF · LCLG diff. adviser | 17% | 0.90% | Logan Capital Management Inc. |
| 8 | S&P 500 Pure Growth Fund diff. adviser | 17% | 1.64% | Security Investors, LLC |
| 9 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 17% | 1.55% | Security Investors, LLC |
| 10 | Invesco Dorsey Wright Momentum ETF · PDP cheaper diff. adviser | 17% | 0.62% | Invesco Capital Management LLC |
| 11 | FIS Tactical Equity ETF · ACTS cheaper | 17% | 0.69% | — |
| 12 | VictoryShares Free Cash Flow Growth ETF · GFLW cheaper diff. adviser | 17% | 0.39% | Victory Capital Management Inc. |
| 13 | Allspring Large Cap Core Fund · EGOAX, EGOCX, EGOIX, WFLLX, EGORX cheaper diff. adviser | 16% | 0.65% | Allspring Funds Management, LLC |
| 14 | RMB SMID Cap Fund · RMBMX diff. adviser | 16% | 0.81% | Curi RMB Capital, LLC |
| 15 | Pacer US Large Cap Cash Cows Growth Leaders ETF · COWG cheaper diff. adviser | 16% | 0.49% | Pacer Advisors, Inc. |
| 16 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX cheaper diff. adviser | 15% | 0.66% | AMG Funds LLC |
| 17 | Allspring Innovation Fund · WFSTX, WFTCX, WFTDX, WFTIX diff. adviser | 15% | 0.90% | Allspring Funds Management, LLC |
| 18 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX diff. adviser | 15% | 1.19% | Timothy Partners Ltd. |
| 19 | Catalyst Dynamic Alpha Fund · CPEAX, CPECX, CPEIX | 15% | 1.13% | — |
| 20 | FT Vest Growth Strength & Target Income ETF · FGSI diff. adviser | 14% | 0.85% | First Trust Advisors L.P. |
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