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 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX cheaper | 66% | 0.98% | Artisan Partners Limited Partnership |
| 2 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX cheaper | 30% | 1.02% | Artisan Partners Limited Partnership |
| 3 | Artisan Global Opportunities Fund · ARTRX, APHRX, APDRX cheaper | 27% | 0.95% | Artisan Partners Limited Partnership |
| 4 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 21% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 5 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 19% | 0.62% | Lord, Abbett & Co. LLC |
| 6 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX cheaper diff. adviser | 18% | 0.89% | American Beacon Advisors, Inc. |
| 7 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 18% | 0.79% | Allspring Funds Management, LLC |
| 8 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 18% | 1.15% | Allspring Funds Management, LLC |
| 9 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 18% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | NVIT Allspring Discovery Fund cheaper diff. adviser | 18% | 0.83% | Nationwide Fund Advisors |
| 11 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX cheaper | 17% | 0.78% | — |
| 12 | EQ/MFS Mid Cap Focused Growth Portfolio cheaper diff. adviser | 17% | 0.85% | Equitable Investment Management Group, LLC |
| 13 | Growth Opportunities Portfolio diff. adviser | 17% | 1.13% | Lord, Abbett & Co. LLC |
| 14 | MassMutual Mid Cap Growth Fund · MEFAX, MMELX, MEFNX, MGRFX, MEFYX, MEFZX, MEFFX, MMNGX cheaper diff. adviser | 17% | 0.66% | MML Investment Advisers, LLC |
| 15 | Columbia Variable Portfolio - Select Mid Cap Growth Fund cheaper diff. adviser | 17% | 0.82% | Columbia Management Investment Advisers, LLC |
| 16 | MFS Mid Cap Growth Series cheaper diff. adviser | 17% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | JNL/T. Rowe Price Mid-Cap Growth Fund cheaper diff. adviser | 16% | 0.68% | Jackson National Asset Management, LLC |
| 18 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 16% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | MML Mid Cap Growth Fund cheaper diff. adviser | 16% | 0.83% | MML Investment Advisers, LLC |
| 20 | T. Rowe Price Mid-Cap Growth Fund, Inc. · RPMGX, PAMCX, RRMGX, RPTIX, TRQZX cheaper diff. adviser | 16% | 0.00% | T. Rowe Price Associates, Inc. |
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