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 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 18% | 0.75% | Nationwide Fund Advisors |
| 2 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 17% | 0.88% | Kornitzer Capital Management, Inc. |
| 3 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 17% | 0.87% | — |
| 4 | Jensen Quality Growth ETF · JGRW cheaper | 17% | 0.57% | — |
| 5 | Virtus KAR Mid-Cap ETF · KMID diff. adviser | 17% | 0.80% | Virtus Investment Advisers, LLC |
| 6 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper | 16% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 7 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 15% | 0.75% | Eaton Vance Management |
| 8 | Tema Durable Quality ETF · TOLL cheaper diff. adviser | 14% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 9 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 13% | 1.00% | Boston Trust Walden Inc. |
| 10 | Boston Trust Midcap Fund · BTMFX diff. adviser | 13% | 0.98% | Boston Trust Walden Inc. |
| 11 | Guardian Mid Cap Relative Value VIP Fund diff. adviser | 13% | 1.09% | Park Avenue Institutional Advisers LLC |
| 12 | Allspring Special Mid Cap Value Fund · WFMDX, WFMIX, WFPAX, WFPCX, WFPRX cheaper diff. adviser | 13% | 0.70% | Allspring Funds Management, LLC |
| 13 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 13% | 0.86% | Kornitzer Capital Management, Inc. |
| 14 | WEDGEWOOD FUND · RWGFX, RWGIX diff. adviser | 13% | 1.00% | RiverPark Advisors, LLC |
| 15 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 13% | 0.35% | Invesco Capital Management LLC |
| 16 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 13% | 0.73% | — |
| 17 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 13% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 18 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX diff. adviser | 12% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 19 | Azzad Ethical Fund · ADJEX diff. adviser | 12% | 0.99% | Azzad Asset Management, Inc. |
| 20 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 12% | 0.05% | The Vanguard Group, Inc. |
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