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 | Buffalo Mid Cap Growth Fund · BUFMX, BUIMX | 52% | 0.88% | Kornitzer Capital Management, Inc. |
| 2 | MoA Mid Cap Growth Fund cheaper diff. adviser | 34% | 0.63% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 3 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 34% | 0.83% | Franklin Advisers, Inc. |
| 4 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 33% | 0.51% | Franklin Advisers, Inc. |
| 5 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 33% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 31% | 0.54% | Mason Street Advisors, LLC |
| 7 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 31% | 0.59% | Jackson National Asset Management, LLC |
| 8 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 31% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 9 | Nomura VIP Mid Cap Growth Series cheaper diff. adviser | 30% | 0.85% | Macquarie Investment Management Business Trust |
| 10 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 30% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 30% | 0.68% | Macquarie Investment Management Business Trust |
| 12 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 30% | 0.40% | Voya Investments, LLC |
| 13 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 30% | 0.23% | BlackRock Fund Advisors |
| 14 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 30% | 0.75% | SunAmerica Asset Management, LLC |
| 15 | Penn Series Mid Cap Growth Fund diff. adviser | 30% | 0.96% | Penn Mutual Asset Management, LLC |
| 16 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 30% | 0.57% | Lincoln Financial Investments Corporation |
| 17 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper diff. adviser | 30% | 0.66% | Global Atlantic Investment Advisors, LLC |
| 18 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 30% | 0.67% | T. Rowe Price Associates, Inc. |
| 19 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 30% | 0.00% | American Century Investment Management, Inc. |
| 20 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper diff. adviser | 30% | 0.72% | Lincoln Financial Investments Corporation |
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