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 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 29% | 0.73% | — |
| 2 | Virtus KAR Capital Growth Series | 28% | 1.03% | Virtus Investment Advisers, LLC |
| 3 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper | 25% | 0.75% | Nationwide Fund Advisors |
| 4 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX | 23% | 0.83% | Brown Advisory LLC |
| 5 | Virtus KAR Mid-Cap ETF · KMID cheaper | 22% | 0.80% | Virtus Investment Advisers, LLC |
| 6 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 22% | 0.87% | — |
| 7 | American Century Mid Cap Growth Impact ETF · MID cheaper | 21% | 0.45% | — |
| 8 | Parnassus Mid Cap Growth Fund · PARNX, PFPRX cheaper | 21% | 0.68% | Parnassus Investments, LLC |
| 9 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX cheaper | 21% | 0.82% | Bright Rock Capital Management, LLC |
| 10 | Global Permanence Portfolio · MGKQX, MGKAX, MGKCX, MGKIX | 20% | 0.95% | Morgan Stanley Investment Management Inc. |
| 11 | Azzad Ethical Fund · ADJEX | 20% | 0.99% | Azzad Asset Management, Inc. |
| 12 | JNL Multi-Manager Mid Cap Fund cheaper | 20% | 0.79% | Jackson National Asset Management, LLC |
| 13 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper | 19% | 0.68% | Macquarie Investment Management Business Trust |
| 14 | Nomura VIP Mid Cap Growth Series | 18% | 0.85% | Macquarie Investment Management Business Trust |
| 15 | Penn Series Mid Cap Growth Fund | 18% | 0.96% | Penn Mutual Asset Management, LLC |
| 16 | RMB SMID Cap Fund · RMBMX cheaper | 18% | 0.81% | Curi RMB Capital, LLC |
| 17 | Permanence Portfolio · MSHPX, MSHNX, MSHOX, MSHMX cheaper | 18% | 0.80% | Morgan Stanley Investment Management Inc. |
| 18 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX cheaper | 18% | 0.75% | Voya Investments, LLC |
| 19 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX | 17% | 0.83% | Voya Investments, LLC |
| 20 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper | 17% | 0.60% | PGIM INVESTMENTS LLC |
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