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 | Thornburg Small/Mid Cap Core Fund · TVAFX, TVCFX, TVIFX, TVRRX, TVIRX, TVRFX, TAOZ | 30% | 0.79% | Thornburg Investment Management, Inc. |
| 2 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX diff. adviser | 16% | 0.83% | Voya Investments, LLC |
| 3 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX cheaper diff. adviser | 15% | 0.75% | Voya Investments, LLC |
| 4 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 15% | 0.97% | AMG Funds LLC |
| 5 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 15% | 0.67% | AllianceBernstein L.P. |
| 6 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX diff. adviser | 15% | 1.00% | RiverPark Advisors, LLC |
| 7 | iShares U.S. Select Equity Active ETF cheaper diff. adviser | 15% | 0.75% | BlackRock Fund Advisors |
| 8 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX diff. adviser | 15% | 1.05% | Calamos Advisors LLC |
| 9 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 15% | 0.78% | AllianceBernstein L.P. |
| 10 | Liberty All-Star Growth Fund | 14% | — | — |
| 11 | Grizzle Growth ETF · DARP cheaper | 14% | 0.75% | — |
| 12 | BlackRock Unconstrained Equity Fund diff. adviser | 14% | 0.84% | BlackRock Advisors, LLC |
| 13 | Goldman Sachs Hedge Industry VIP ETF · GVIP cheaper diff. adviser | 14% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 14 | Nestyield Total Return Guard ETF · EGGS diff. adviser | 14% | 0.93% | Tidal Investments LLC |
| 15 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper diff. adviser | 14% | 0.60% | Allspring Funds Management, LLC |
| 16 | Invesco Technology Fund · ITYAX, ITHCX, FTCHX, FTPIX, ITYYX, ITYRX cheaper diff. adviser | 14% | 0.67% | Invesco Advisers, Inc. |
| 17 | DWS Capital Growth VIP cheaper diff. adviser | 14% | 0.49% | DWS Investment Management Americas, Inc. |
| 18 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX cheaper diff. adviser | 14% | 0.59% | DWS Investment Management Americas, Inc. |
| 19 | Catalyst/Lyons Tactical Allocation Fund · CLTAX, CLTCX, CLTIX | 14% | 1.28% | — |
| 20 | LargeCap Growth Account I cheaper diff. adviser | 13% | 0.67% | Principal Global Investors, LLC |
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