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 | Saratoga Small Capitalization Portfolio · SSCYX, SSCPX, SSCCX diff. adviser | 46% | 2.50% | Saratoga Capital Management, LLC |
| 2 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX diff. adviser | 22% | 0.88% | Victory Capital Management Inc. |
| 3 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 18% | 0.18% | — |
| 4 | VANGUARD STRATEGIC EQUITY FUND · VSEQX cheaper diff. adviser | 18% | 0.17% | The Vanguard Group, Inc. |
| 5 | BNY Mellon Active MidCap Fund · DNLDX, DNLCX, DNLRX, DNLYX diff. adviser | 18% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 6 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 17% | 0.44% | Innealta Capital, LLC |
| 7 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 17% | 0.41% | John Hancock Investment Management LLC |
| 8 | Fidelity Enhanced Mid Cap ETF · FMDE cheaper diff. adviser | 17% | 0.23% | Fidelity Management & Research Company LLC |
| 9 | OneAscent Enhanced Small and Mid Cap ETF · OASC diff. adviser | 17% | 0.69% | OneAscent Investment Solutions, LLC |
| 10 | First Trust Large Cap Growth AlphaDEX Fund · FTC diff. adviser | 17% | 0.58% | First Trust Advisors L.P. |
| 11 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 17% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 12 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 16% | 1.78% | ProFund Advisors LLC |
| 13 | Barrons 400 ETF · BFOR diff. adviser | 16% | 0.65% | ALPS Advisors, Inc. |
| 14 | PROFUND VP MIDCAP GROWTH diff. adviser | 16% | 1.68% | ProFund Advisors LLC |
| 15 | Nuveen Quant Small/Mid Cap Equity Fund · TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX cheaper diff. adviser | 16% | 0.00% | Teachers Advisors, LLC |
| 16 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper diff. adviser | 16% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | NAA MID GROWTH SERIES diff. adviser | 16% | 1.08% | New Age Alpha Advisors, LLC |
| 18 | NAA MID GROWTH FUND diff. adviser | 16% | 1.27% | New Age Alpha Advisors, LLC |
| 19 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 20 | Fidelity Mid Cap Index Fund · FSMDX cheaper diff. adviser | 15% | 0.03% | Fidelity Management & Research Company LLC |
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