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 | TimesSquare Quality Mid Cap Growth ETF | 26% | — | — |
| 2 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX diff. adviser | 24% | 0.87% | AMG Funds LLC |
| 3 | Mid-Cap Growth Portfolio diff. adviser | 21% | 0.68% | Pacific Life Fund Advisors LLC |
| 4 | MidCap Account diff. adviser | 21% | 0.53% | Principal Global Investors, LLC |
| 5 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX diff. adviser | 21% | 0.57% | Principal Global Investors, LLC |
| 6 | Federated Hermes MDT Mid Cap Growth Fund · FGSAX, FGSCX, FGSKX, FGSIX diff. adviser | 21% | 0.84% | Federated Advisory Services Company, Federated MDTA LLC |
| 7 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 21% | 0.83% | Brown Advisory LLC |
| 8 | MidCap Growth Fund · PFPPX, PHPPX, PGWIX, PMGJX diff. adviser | 20% | 0.75% | Principal Global Investors, LLC |
| 9 | Mid Cap Growth Stock Portfolio diff. adviser | 20% | 0.54% | Mason Street Advisors, LLC |
| 10 | JNL/JPMorgan MidCap Growth Fund diff. adviser | 20% | 0.59% | Jackson National Asset Management, LLC |
| 11 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX diff. adviser | 20% | 0.80% | Allspring Funds Management, LLC |
| 12 | Nicholas II, Inc. · NCTWX, NNTWX diff. adviser | 20% | 0.59% | Nicholas Company, Inc. |
| 13 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX diff. adviser | 20% | 0.75% | Nationwide Fund Advisors |
| 14 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX diff. adviser | 20% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 15 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 20% | 0.75% | SunAmerica Asset Management, LLC |
| 16 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX diff. adviser | 19% | 0.76% | Hartford Funds Management Company, LLC |
| 17 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 19% | 0.86% | Kornitzer Capital Management, Inc. |
| 18 | BARON ASSET FUND · BARAX, BARIX, BARUX diff. adviser | 19% | 1.05% | BAMCO, Inc. |
| 19 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 19% | 0.88% | Kornitzer Capital Management, Inc. |
| 20 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 19% | 0.05% | Fidelity Management & Research Company LLC |
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