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 | Parnassus Mid Cap Growth Fund · PARNX, PFPRX cheaper | 30% | 0.68% | Parnassus Investments, LLC |
| 2 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 18% | 0.59% | Nicholas Company, Inc. |
| 3 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 17% | 0.86% | Kornitzer Capital Management, Inc. |
| 4 | Pictet Cleaner Planet ETF cheaper | 15% | 0.70% | — |
| 5 | Impax Global Environmental Markets Fund · PGRNX, PGINX, PXEAX diff. adviser | 15% | 0.89% | Impax Asset Management LLC |
| 6 | Saratoga Mid Capitalization Portfolio · SMIPX, SPMCX, SPMAX diff. adviser | 14% | 2.22% | Saratoga Capital Management, LLC |
| 7 | Invesco Bloomberg Pricing Power ETF · POWA cheaper diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
| 8 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 14% | 0.05% | The Vanguard Group, Inc. |
| 9 | Empower T. Rowe Price Mid Cap Growth Fund · MXMGX, MXYKX cheaper diff. adviser | 14% | 0.66% | Empower Capital Management, LLC |
| 10 | Tema Durable Quality ETF · TOLL cheaper diff. adviser | 13% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 11 | Janus Henderson Enterprise Portfolio · JAAGX cheaper diff. adviser | 13% | 0.72% | Janus Henderson Investors US LLC |
| 12 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX diff. adviser | 13% | 0.85% | Natixis Advisors, LLC |
| 13 | Janus Henderson Enterprise Fund · JAENX, JDMAX, JGRCX, JMGRX, JDMRX, JGRTX, JANEX, JDMNX cheaper | 13% | 0.66% | — |
| 14 | T. Rowe Price Mid-Cap Growth Fund, Inc. · RPMGX, PAMCX, RRMGX, RPTIX, TRQZX cheaper diff. adviser | 13% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 13% | 0.54% | Victory Capital Management Inc. |
| 16 | MML Mid Cap Growth Fund diff. adviser | 13% | 0.83% | MML Investment Advisers, LLC |
| 17 | JNL/T. Rowe Price Mid-Cap Growth Fund cheaper diff. adviser | 13% | 0.68% | Jackson National Asset Management, LLC |
| 18 | T. Rowe Price Mid-Cap Growth Portfolio · QAMWEX, QAAGSX diff. adviser | 13% | 0.83% | T. Rowe Price Associates, Inc. |
| 19 | T. Rowe Price Institutional Mid-Cap Equity Growth Fund · PMEGX cheaper diff. adviser | 13% | 0.61% | T. Rowe Price Associates, Inc. |
| 20 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 13% | 0.82% | Columbia Management Investment Advisers, LLC |
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