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 | RMB SMID Cap Fund · RMBMX | 77% | 0.81% | Curi RMB Capital, LLC |
| 2 | RMB Small Cap Fund · RMBBX | 49% | 0.96% | Curi RMB Capital, LLC |
| 3 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX | 17% | 0.85% | Robert W. Baird & Co. Incorporated |
| 4 | THRIVENT MID CAP GROWTH FUND · TMCGX | 16% | 0.90% | Thrivent Asset Management, LLC |
| 5 | THRIVENT MID CAP GROWTH PORTFOLIO | 16% | 0.89% | Thrivent Financial for Lutherans |
| 6 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX | 16% | 0.96% | Brown Advisory LLC |
| 7 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX | 16% | 0.81% | Sterling Capital Management LLC |
| 8 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX | 15% | 0.87% | AMG Funds LLC |
| 9 | Opus Small Cap Value ETF · OSCV | 15% | 0.79% | Aptus Capital Advisors, LLC |
| 10 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX | 15% | 0.92% | Sterling Capital Management LLC |
| 11 | Baird Mid Cap Growth Fund · BMDIX, BMDSX | 15% | 0.81% | Robert W. Baird & Co. Incorporated |
| 12 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX | 15% | 0.83% | — |
| 13 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 14 | THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX | 14% | 0.76% | Hartford Funds Management Company, LLC |
| 15 | DWS Small Mid Cap Growth VIP | 14% | 0.82% | DWS Investment Management Americas, Inc. |
| 16 | Inspire Growth ETF · GLRY | 14% | 0.80% | CWM Advisors, LLC |
| 17 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX | 14% | 0.87% | EULAV Asset Management |
| 18 | Penn Series Mid Cap Growth Fund | 14% | 0.96% | Penn Mutual Asset Management, LLC |
| 19 | Nomura VIP Mid Cap Growth Series | 14% | 0.85% | Macquarie Investment Management Business Trust |
| 20 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX | 14% | 0.68% | Macquarie Investment Management Business Trust |
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