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 | Fundstrat Granny Shots US Small & Mid-cap ETF · GRNJ cheaper | 17% | 0.75% | — |
| 2 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX cheaper | 16% | 1.00% | Polen Capital Management, L.L.C. |
| 3 | ALGER MID CAP FOCUS FUND · AFOIX, AFOZX, ALOYX, ALOAX, ALOCX cheaper diff. adviser | 16% | 0.74% | Fred Alger Management, Inc. |
| 4 | Invesco S&P MidCap Momentum ETF · XMMO cheaper diff. adviser | 15% | 0.35% | Invesco Capital Management LLC |
| 5 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 14% | 0.80% | Allspring Funds Management, LLC |
| 6 | PGIM Jennison NextGeneration Global Opportunities Fund · PAHTX, PAHUX, PAHVX, PAHSX cheaper diff. adviser | 14% | 1.01% | PGIM INVESTMENTS LLC |
| 7 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 13% | 0.67% | AllianceBernstein L.P. |
| 8 | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND · ALSRX, ASIRX, AISZX cheaper diff. adviser | 12% | 1.00% | Fred Alger Management, Inc. |
| 9 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX cheaper diff. adviser | 12% | 0.85% | Fred Alger Management, Inc. |
| 10 | Jackson Square SMID-Cap Growth Fund · JSMVX, JSMTX, DCGTX cheaper diff. adviser | 12% | 0.88% | Jackson Square Partners, LLC |
| 11 | VANGUARD MID-CAP GROWTH FUND · VMGRX cheaper | 12% | 0.33% | — |
| 12 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 12% | 0.75% | BlackRock Advisors, LLC |
| 13 | ALGER MID CAP GROWTH FUND · AMGAX, AMCGX, AMGCX, AMCZX cheaper diff. adviser | 12% | 0.92% | Fred Alger Management, Inc. |
| 14 | ALGER MID CAP GROWTH INSTITUTIONAL FUND · ALMRX, AGIRX, ALMZX cheaper diff. adviser | 11% | 1.01% | Fred Alger Management, Inc. |
| 15 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 11% | 0.00% | American Century Investment Management, Inc. |
| 16 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 11% | 0.80% | — |
| 17 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 11% | 0.80% | Harbor Capital Advisors, Inc. |
| 18 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 11% | 0.05% | Fidelity Management & Research Company LLC |
| 19 | NYLI Fiera SMID Growth Fund · APSLX, APSGX, APSDX, APSRX cheaper diff. adviser | 10% | 0.82% | New York Life Investment Management LLC |
| 20 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX cheaper diff. adviser | 10% | 0.76% | Hartford Funds Management Company, LLC |
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