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 | Victory Multi-Cap Fund · MNNAX, MNNCX, MNNYX | 37% | 0.95% | Victory Capital Management Inc. |
| 2 | Victory Diversified Stock Fund · SRVEX, VDSCX, GRINX, VDSIX, VDSYX, VDSRX cheaper | 32% | 0.78% | Victory Capital Management Inc. |
| 3 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 28% | 0.73% | — |
| 4 | The MidCap Growth Fund · CFAGX cheaper diff. adviser | 26% | 0.78% | Commerce Investment Advisors, Inc. |
| 5 | Franklin U.S. Mid Cap Multifactor Index ETF · FLQM cheaper diff. adviser | 25% | 0.30% | Franklin Advisory Services, LLC |
| 6 | Janus Henderson Mid Cap Growth Alpha ETF · JMID cheaper diff. adviser | 25% | 0.30% | Janus Henderson Investors US LLC |
| 7 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX cheaper diff. adviser | 25% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 8 | Avantis U.S. Mid Cap Value ETF · AVMV cheaper | 24% | 0.20% | — |
| 9 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 23% | 0.73% | PGIM INVESTMENTS LLC |
| 10 | Aggressive Investors 1 Fund · BRAGX cheaper diff. adviser | 23% | 0.86% | Bridgeway Capital Management, LLC |
| 11 | Fidelity Enhanced Mid Cap ETF · FMDE cheaper diff. adviser | 23% | 0.23% | Fidelity Management & Research Company LLC |
| 12 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX cheaper | 23% | 0.74% | — |
| 13 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 22% | 0.44% | Innealta Capital, LLC |
| 14 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 22% | 0.18% | — |
| 15 | Zacks Small/Mid Cap ETF · SMIZ cheaper diff. adviser | 22% | 0.55% | Zacks Investment Management, Inc. |
| 16 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 21% | 0.68% | First Trust Advisors L.P. |
| 17 | Invesco V.I. Discovery Mid Cap Growth Fund cheaper diff. adviser | 21% | 0.85% | Invesco Advisers, Inc. |
| 18 | Nuveen Quant Mid Cap Growth Fund · TRPWX, TCMGX, TRGMX, TRGPX, TCMHX cheaper diff. adviser | 21% | 0.50% | Teachers Advisors, LLC |
| 19 | Federated Hermes MDT Mid Cap Growth Fund · FGSAX, FGSCX, FGSKX, FGSIX cheaper diff. adviser | 21% | 0.84% | Federated Advisory Services Company, Federated MDTA LLC |
| 20 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 21% | 0.24% | J.P. Morgan Investment Management, Inc. |
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