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 diff. adviser | 16% | 0.68% | Parnassus Investments, LLC |
| 2 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 15% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 3 | Neuberger Berman Disrupters ETF · NBDS cheaper diff. adviser | 15% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 4 | WisdomTree Cloud Computing Fund · WCLD cheaper diff. adviser | 15% | 0.45% | WisdomTree Asset Management, Inc. |
| 5 | Azzad Ethical Fund · ADJEX cheaper diff. adviser | 15% | 0.99% | Azzad Asset Management, Inc. |
| 6 | Eventide Exponential Technologies Fund · ETNEX, ETAEX, ETCEX, ETIEX cheaper | 14% | 1.35% | — |
| 7 | Franklin Intelligent Machines ETF · IQM cheaper diff. adviser | 14% | 0.50% | Franklin Advisers, Inc. |
| 8 | BlackRock Mid-Cap Growth Equity Portfolio · CMGIX, CMGSX, BMGAX, BMGCX, BMRRX cheaper diff. adviser | 14% | 0.71% | BlackRock Advisors, LLC |
| 9 | Mid Cap Growth Portfolio cheaper diff. adviser | 14% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 10 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund cheaper diff. adviser | 14% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 11 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 13% | 0.57% | Lincoln Financial Investments Corporation |
| 12 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 13% | 0.02% | Carillon Tower Advisers, Inc. |
| 13 | Fundstrat Granny Shots US Large Cap ETF · GRNY cheaper diff. adviser | 13% | 0.75% | Tidal Investments LLC |
| 14 | Fundstrat Granny Shots US Large Cap & Income ETF · GRNI cheaper | 13% | 0.99% | — |
| 15 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 13% | 0.75% | SunAmerica Asset Management, LLC |
| 16 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX cheaper diff. adviser | 13% | 0.94% | Victory Capital Management Inc. |
| 17 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 13% | 0.67% | Virtus Investment Advisers, LLC |
| 18 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper diff. adviser | 13% | 0.72% | Lincoln Financial Investments Corporation |
| 19 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX cheaper diff. adviser | 13% | 0.77% | Voya Investments, LLC |
| 20 | Putnam VT Sustainable Future Fund cheaper diff. adviser | 13% | 0.81% | Putnam Investment Management, LLC |
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