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 Global Discovery Fund · APFDX, APHDX, APDDX | 66% | 1.10% | Artisan Partners Limited Partnership |
| 2 | Artisan Global Opportunities Fund · ARTRX, APHRX, APDRX cheaper | 33% | 0.95% | Artisan Partners Limited Partnership |
| 3 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 30% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | Columbia Variable Portfolio - Select Mid Cap Growth Fund cheaper diff. adviser | 27% | 0.82% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX cheaper | 27% | 0.78% | — |
| 6 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 25% | 0.75% | SunAmerica Asset Management, LLC |
| 7 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX cheaper diff. adviser | 25% | 0.80% | Allspring Funds Management, LLC |
| 8 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 25% | 0.62% | Lord, Abbett & Co. LLC |
| 9 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 25% | 0.54% | Mason Street Advisors, LLC |
| 10 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 24% | 0.59% | Jackson National Asset Management, LLC |
| 11 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 24% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 24% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 13 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 24% | 0.83% | Franklin Advisers, Inc. |
| 14 | Growth Opportunities Portfolio diff. adviser | 23% | 1.13% | Lord, Abbett & Co. LLC |
| 15 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 23% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 16 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX cheaper diff. adviser | 23% | 0.94% | Victory Capital Management Inc. |
| 17 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 22% | 0.67% | T. Rowe Price Associates, Inc. |
| 18 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX cheaper diff. adviser | 22% | 0.77% | Voya Investments, LLC |
| 19 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper diff. adviser | 22% | 0.72% | Lincoln Financial Investments Corporation |
| 20 | MassMutual Mid Cap Growth Fund · MEFAX, MMELX, MEFNX, MGRFX, MEFYX, MEFZX, MEFFX, MMNGX cheaper diff. adviser | 22% | 0.66% | MML Investment Advisers, LLC |
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