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 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX | 29% | 0.78% | Principal Global Investors, LLC |
| 2 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX | 14% | 0.80% | Principal Global Investors, LLC |
| 3 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX diff. adviser | 14% | 0.76% | Hartford Funds Management Company, LLC |
| 4 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 13% | 0.95% | Copeland Capital Management, LLC |
| 5 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 13% | 0.00% | American Century Investment Management, Inc. |
| 6 | Calvert Mid-Cap Fund · CCAFX, CCACX, CCPIX | 12% | 0.93% | — |
| 7 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 12% | 0.85% | — |
| 8 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 12% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 12% | 0.40% | PROSHARE ADVISORS LLC |
| 10 | THRIVENT MID CAP STOCK FUND · AASCX, TMSIX diff. adviser | 12% | 0.75% | Thrivent Asset Management, LLC |
| 11 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper | 12% | 0.64% | Principal Global Investors, LLC |
| 12 | Invesco Bloomberg Analyst Rating Improvers ETF · UPGD cheaper diff. adviser | 12% | 0.40% | Invesco Capital Management LLC |
| 13 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 11% | 0.51% | Franklin Advisers, Inc. |
| 14 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper | 11% | 0.57% | Principal Global Investors, LLC |
| 15 | SEG Partners Long/Short Equity Fund | 11% | — | — |
| 16 | MFS Active Mid Cap ETF · MMID cheaper | 11% | 0.59% | — |
| 17 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX diff. adviser | 11% | 0.83% | Voya Investments, LLC |
| 18 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 11% | 0.78% | — |
| 19 | American Century Mid Cap Growth Impact ETF · MID cheaper | 10% | 0.45% | — |
| 20 | Motley Fool Next Index ETF · TMFX cheaper diff. adviser | 10% | 0.50% | Motley Fool Asset Management |
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