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 | VALUE LINE ASSET ALLOCATION FUND INC · VLAAX, VLAIX cheaper | 33% | 0.82% | EULAV Asset Management |
| 2 | Virtus KAR Mid-Cap ETF · KMID cheaper diff. adviser | 22% | 0.80% | Virtus Investment Advisers, LLC |
| 3 | Value Line Select Growth Fund, Inc. · VALSX, VILSX | 20% | 0.89% | EULAV Asset Management |
| 4 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 20% | 0.87% | — |
| 5 | RMB SMID Cap Fund · RMBMX cheaper diff. adviser | 18% | 0.81% | Curi RMB Capital, LLC |
| 6 | Baird Mid Cap Growth Fund · BMDIX, BMDSX cheaper diff. adviser | 18% | 0.81% | Robert W. Baird & Co. Incorporated |
| 7 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 18% | 0.75% | Nationwide Fund Advisors |
| 8 | American Century Mid Cap Growth Impact ETF · MID cheaper | 17% | 0.45% | — |
| 9 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 17% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX | 16% | 0.97% | EULAV Asset Management |
| 11 | AdvisorShares Focused Equity ETF · CWS cheaper diff. adviser | 16% | 0.65% | AdvisorShares Investments, LLC |
| 12 | DF DENT PREMIER GROWTH FUND · DFDPX diff. adviser | 15% | 0.99% | D.F. DENT AND COMPANY, INC. |
| 13 | Riverbridge Growth Fund · RIVBX, RIVRX diff. adviser | 15% | 0.96% | Riverbridge Partners, LLC |
| 14 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 15% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 15 | Azzad Ethical Fund · ADJEX diff. adviser | 15% | 0.99% | Azzad Asset Management, Inc. |
| 16 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 14% | 0.89% | — |
| 17 | Congress Mid Cap Growth Fund · CMIDX, IMIDX cheaper diff. adviser | 14% | 0.82% | Congress Asset Management Company |
| 18 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 14% | 0.60% | — |
| 19 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 14% | 0.72% | Madison Asset Management, LLC |
| 20 | Allspring Innovation Fund · WFSTX, WFTCX, WFTDX, WFTIX diff. adviser | 14% | 0.90% | Allspring Funds Management, LLC |
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