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 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 89% | 0.89% | Lincoln Financial Investments Corporation |
| 2 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX diff. adviser | 61% | 1.34% | BAMCO, Inc. |
| 3 | Baron First Principles ETF · RONB diff. adviser | 37% | 1.00% | BAMCO, Inc. |
| 4 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX diff. adviser | 35% | 1.05% | BAMCO, Inc. |
| 5 | Baron Partners Fund · BPTRX, BPTIX, BPTUX diff. adviser | 29% | 1.99% | BAMCO, Inc. |
| 6 | BARON ASSET FUND · BARAX, BARIX, BARUX diff. adviser | 28% | 1.05% | BAMCO, Inc. |
| 7 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX diff. adviser | 26% | 1.06% | BAMCO, Inc. |
| 8 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 21% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 9 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 19% | 1.05% | BAMCO, Inc. |
| 10 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX cheaper diff. adviser | 17% | 0.88% | Kornitzer Capital Management, Inc. |
| 11 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 17% | 0.95% | BAMCO, Inc. |
| 12 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 16% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 13 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 15% | 0.85% | Conestoga Capital Advisors, LLC |
| 14 | Baron SMID Cap ETF · BCSM cheaper diff. adviser | 14% | 0.75% | BAMCO, Inc. |
| 15 | Baron Financials ETF · BCFN cheaper diff. adviser | 13% | 0.80% | BAMCO, Inc. |
| 16 | Mid Cap Fund cheaper diff. adviser | 12% | 0.92% | Madison Asset Management, LLC |
| 17 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX cheaper diff. adviser | 12% | 0.96% | Brown Advisory LLC |
| 18 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 12% | 0.86% | Kornitzer Capital Management, Inc. |
| 19 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 12% | 0.72% | Madison Asset Management, LLC |
| 20 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 12% | 0.82% | Nationwide Fund Advisors |
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