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 | Liberty All-Star Growth Fund | 26% | — | — |
| 2 | Empiric Fund · EMCAX, EMCCX diff. adviser | 21% | 2.24% | Empiric Advisors, Inc. |
| 3 | Inspire Growth ETF · GLRY cheaper diff. adviser | 21% | 0.80% | CWM Advisors, LLC |
| 4 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 21% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 5 | Mid Cap Growth Portfolio diff. adviser | 20% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 6 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 19% | 0.57% | Lincoln Financial Investments Corporation |
| 7 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 18% | 0.62% | Lord, Abbett & Co. LLC |
| 8 | Baird Mid Cap Growth Fund · BMDIX, BMDSX cheaper diff. adviser | 18% | 0.81% | Robert W. Baird & Co. Incorporated |
| 9 | Growth Opportunities Portfolio diff. adviser | 18% | 1.13% | Lord, Abbett & Co. LLC |
| 10 | Congress SMid Growth ETF · CSMD cheaper | 18% | 0.68% | Congress Asset Management Company |
| 11 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 18% | 0.68% | Macquarie Investment Management Business Trust |
| 12 | Nomura VIP Mid Cap Growth Series diff. adviser | 17% | 0.85% | Macquarie Investment Management Business Trust |
| 13 | Penn Series Mid Cap Growth Fund diff. adviser | 17% | 0.96% | Penn Mutual Asset Management, LLC |
| 14 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 17% | 0.67% | Invesco Advisers, Inc. |
| 15 | EQ/MFS Mid Cap Focused Growth Portfolio diff. adviser | 17% | 0.85% | Equitable Investment Management Group, LLC |
| 16 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX cheaper diff. adviser | 17% | 0.80% | Allspring Funds Management, LLC |
| 17 | MML Invesco Discovery Mid Cap Fund diff. adviser | 16% | 0.83% | MML Investment Advisers, LLC |
| 18 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 16% | 0.02% | Carillon Tower Advisers, Inc. |
| 19 | The MidCap Growth Fund · CFAGX cheaper diff. adviser | 16% | 0.78% | Commerce Investment Advisors, Inc. |
| 20 | Azzad Ethical Fund · ADJEX diff. adviser | 16% | 0.99% | Azzad Asset Management, Inc. |
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