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 | Motley Fool Small-Cap Growth ETF · TMFS | 36% | 0.85% | Motley Fool Asset Management |
| 2 | Motley Fool Global Opportunities ETF · TMFG | 22% | 0.85% | Motley Fool Asset Management |
| 3 | Champlain MidCap Fund · CIPMX, CIPIX cheaper diff. adviser | 17% | 0.84% | Champlain Investment Partners, LLC |
| 4 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 16% | 0.81% | Brown Brothers Harriman & Co. |
| 5 | BBH Select Mid Cap ETF cheaper | 16% | 0.81% | — |
| 6 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX cheaper diff. adviser | 16% | 0.83% | Brown Advisory LLC |
| 7 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 15% | 0.75% | Nationwide Fund Advisors |
| 8 | Champlain Strategic Focus Fund · CIPRX, CIPTX diff. adviser | 14% | 0.85% | Champlain Investment Partners, LLC |
| 9 | Nuveen ESG Mid-Cap Growth ETF · NUMG cheaper diff. adviser | 12% | 0.31% | Nuveen Fund Advisors, LLC |
| 10 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 12% | 0.51% | Franklin Advisers, Inc. |
| 11 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 12% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 12 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX cheaper | 12% | 0.83% | — |
| 13 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 12% | 0.57% | Lincoln Financial Investments Corporation |
| 14 | Virtus KAR Health Sciences Fund · RAGHX, RCGHX, HLHIX diff. adviser | 12% | 1.03% | Virtus Investment Advisers, LLC |
| 15 | Baird Mid Cap Growth Fund · BMDIX, BMDSX cheaper diff. adviser | 12% | 0.81% | Robert W. Baird & Co. Incorporated |
| 16 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 12% | 0.85% | Conestoga Capital Advisors, LLC |
| 17 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 12% | 0.83% | Franklin Advisers, Inc. |
| 18 | BlackRock Mid-Cap Growth Equity Portfolio · CMGIX, CMGSX, BMGAX, BMGCX, BMRRX cheaper diff. adviser | 11% | 0.71% | BlackRock Advisors, LLC |
| 19 | First Trust Indxx Medical Devices ETF · MDEV cheaper diff. adviser | 11% | 0.70% | First Trust Advisors L.P. |
| 20 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 11% | 0.89% | American Beacon Advisors, Inc. |
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