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 | MidCap Account cheaper | 92% | 0.53% | Principal Global Investors, LLC |
| 2 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 36% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 3 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 27% | 0.86% | Kornitzer Capital Management, Inc. |
| 4 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX diff. adviser | 26% | 0.88% | Kornitzer Capital Management, Inc. |
| 5 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 22% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 6 | Akre Focus ETF · AKRE | 22% | 0.98% | — |
| 7 | CTIVP - Principal Large Cap Growth Fund diff. adviser | 22% | 0.69% | Columbia Management Investment Advisers, LLC |
| 8 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 21% | 0.31% | Nuveen Fund Advisors, LLC |
| 9 | Hennessy Focus Fund · HFCSX, HFCIX diff. adviser | 21% | 1.10% | Hennessy Advisors Inc. |
| 10 | FAM VALUE FUND · FAMVX, FAMWX diff. adviser | 21% | 0.99% | Fenimore Asset Management, Inc. |
| 11 | Akre Focus Fund · AKREX, AKRIX, AKRSX | 21% | 0.98% | — |
| 12 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 20% | 0.83% | Brown Advisory LLC |
| 13 | DAVENPORT EQUITY OPPORTUNITIES FUND · DEOPX diff. adviser | 20% | 0.86% | Davenport & Company LLC |
| 14 | TCW Durable Growth ETF · GRW diff. adviser | 20% | 0.75% | TCW Investment Management Company LLC |
| 15 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX diff. adviser | 20% | 0.75% | Nationwide Fund Advisors |
| 16 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX | 19% | 0.57% | Principal Global Investors, LLC |
| 17 | Blue Chip Account | 19% | 0.90% | Principal Global Investors, LLC |
| 18 | Principal Focused Blue Chip ETF · BCHP | 19% | 0.58% | Principal Global Investors, LLC |
| 19 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 18% | 1.11% | Fenimore Asset Management, Inc. |
| 20 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 18% | 0.05% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.