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 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 33% | 0.00% | American Century Investment Management, Inc. |
| 2 | Franklin Small-Mid Cap Growth VIP Fund diff. adviser | 32% | 0.83% | Franklin Advisers, Inc. |
| 3 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 31% | 0.57% | Lincoln Financial Investments Corporation |
| 4 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 30% | 0.51% | Franklin Advisers, Inc. |
| 5 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper diff. adviser | 29% | 0.66% | Global Atlantic Investment Advisors, LLC |
| 6 | Mid Cap Growth Portfolio diff. adviser | 29% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 7 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 29% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 8 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 29% | 0.67% | T. Rowe Price Associates, Inc. |
| 9 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper diff. adviser | 29% | 0.72% | Lincoln Financial Investments Corporation |
| 10 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX cheaper diff. adviser | 29% | 0.77% | Voya Investments, LLC |
| 11 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 28% | 0.05% | Fidelity Management & Research Company LLC |
| 12 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 28% | 0.40% | Voya Investments, LLC |
| 13 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 28% | 0.23% | BlackRock Fund Advisors |
| 14 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 28% | 0.54% | Mason Street Advisors, LLC |
| 15 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 28% | 0.59% | Jackson National Asset Management, LLC |
| 16 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 27% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 17 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 27% | 0.75% | SunAmerica Asset Management, LLC |
| 18 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 27% | 0.90% | Thrivent Asset Management, LLC |
| 19 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX cheaper diff. adviser | 26% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 20 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 26% | 0.94% | Victory Capital Management Inc. |
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