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 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 42% | 0.85% | — |
| 2 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX | 25% | 0.83% | — |
| 3 | Azzad Ethical Fund · ADJEX diff. adviser | 24% | 0.99% | Azzad Asset Management, Inc. |
| 4 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 23% | 0.87% | — |
| 5 | Virtus KAR Mid-Cap ETF · KMID diff. adviser | 23% | 0.80% | Virtus Investment Advisers, LLC |
| 6 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 22% | 0.59% | Nicholas Company, Inc. |
| 7 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 22% | 0.86% | Kornitzer Capital Management, Inc. |
| 8 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 21% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 9 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX diff. adviser | 20% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 10 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 20% | 0.31% | Nuveen Fund Advisors, LLC |
| 11 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 20% | 0.89% | American Beacon Advisors, Inc. |
| 12 | BARON ASSET FUND · BARAX, BARIX, BARUX diff. adviser | 20% | 1.05% | BAMCO, Inc. |
| 13 | HARTFORD MIDCAP HLS FUND · HIMCX, HBMCX cheaper diff. adviser | 20% | 0.74% | Hartford Funds Management Company, LLC |
| 14 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 20% | 0.57% | Principal Global Investors, LLC |
| 15 | Baird Mid Cap Growth Fund · BMDIX, BMDSX diff. adviser | 19% | 0.81% | Robert W. Baird & Co. Incorporated |
| 16 | MidCap Account cheaper diff. adviser | 19% | 0.53% | Principal Global Investors, LLC |
| 17 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 19% | 0.83% | Brown Advisory LLC |
| 18 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX diff. adviser | 19% | 0.76% | Hartford Funds Management Company, LLC |
| 19 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 19% | 0.68% | Macquarie Investment Management Business Trust |
| 20 | Nomura VIP Mid Cap Growth Series diff. adviser | 19% | 0.85% | Macquarie Investment Management Business Trust |
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