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 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 37% | 0.00% | American Century Investment Management, Inc. |
| 2 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 35% | 0.51% | Franklin Advisers, Inc. |
| 3 | PSF Mid-Cap Growth Portfolio cheaper diff. adviser | 32% | 0.66% | PGIM INVESTMENTS LLC |
| 4 | iShares Morningstar Mid-Cap Growth ETF · IMCG cheaper diff. adviser | 31% | 0.06% | BlackRock Fund Advisors |
| 5 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 30% | 0.90% | Thrivent Asset Management, LLC |
| 6 | Nuveen Quant Mid Cap Growth Fund · TRPWX, TCMGX, TRGMX, TRGPX, TCMHX cheaper diff. adviser | 30% | 0.50% | Teachers Advisors, LLC |
| 7 | MidCap Growth Fund · PFPPX, PHPPX, PGWIX, PMGJX cheaper | 29% | 0.75% | Principal Global Investors, LLC |
| 8 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX diff. adviser | 27% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 9 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 26% | 0.67% | Invesco Advisers, Inc. |
| 10 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 23% | 0.04% | Charles Schwab Investment Management, Inc. |
| 11 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 23% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | iShares Russell Mid-Cap Index Fund cheaper diff. adviser | 23% | 0.04% | BlackRock Advisors, LLC |
| 13 | ALGER MID CAP GROWTH FUND · AMGAX, AMCGX, AMGCX, AMCZX diff. adviser | 23% | 0.92% | Fred Alger Management, Inc. |
| 14 | ALGER MID CAP GROWTH INSTITUTIONAL FUND · ALMRX, AGIRX, ALMZX diff. adviser | 23% | 1.01% | Fred Alger Management, Inc. |
| 15 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX cheaper diff. adviser | 22% | 0.76% | Hartford Funds Management Company, LLC |
| 16 | Invesco Global Opportunities Fund cheaper diff. adviser | 20% | 0.77% | Invesco Advisers, Inc. |
| 17 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 20% | 0.52% | Timothy Partners Ltd. |
| 18 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 20% | 0.44% | Innealta Capital, LLC |
| 19 | VANGUARD MID-CAP GROWTH FUND · VMGRX cheaper | 20% | 0.33% | — |
| 20 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 19% | 0.04% | BlackRock Fund Advisors |
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