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 | American Funds U.S. Small & Mid Cap Equity Fund · SMDHX, CMDDX, RMDKX, RMDLX, RMDJX, RMDHX, RMDGX, RMDEX, RMDDX, SMDNX, SMDKX, SMDJX, SMDGX, SMDEX, CMDKX, CMDOX, CMDNX, CMDLX, CMDJX, CMDHX, RMDMX | 81% | 0.51% | — |
| 2 | U.S. Small and Mid Cap Equity Fund | 79% | 0.54% | Capital Research and Management Company |
| 3 | Fidelity Growth Strategies K6 Fund · FSKGX cheaper diff. adviser | 18% | 0.46% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Growth Strategies Fund · FDEGX, FAGKX, FGSHX, FGSGX, FGSJX, FGSLX, FGSFX diff. adviser | 18% | 0.62% | Fidelity Management & Research Company LLC |
| 5 | MML Invesco Discovery Mid Cap Fund diff. adviser | 17% | 0.83% | MML Investment Advisers, LLC |
| 6 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX diff. adviser | 16% | 0.98% | Artisan Partners Limited Partnership |
| 7 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 16% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 8 | MassMutual Mid Cap Growth Fund · MEFAX, MMELX, MEFNX, MGRFX, MEFYX, MEFZX, MEFFX, MMNGX diff. adviser | 16% | 0.66% | MML Investment Advisers, LLC |
| 9 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 16% | 0.75% | SunAmerica Asset Management, LLC |
| 10 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 16% | 0.77% | Voya Investments, LLC |
| 11 | Mid Cap Growth Stock Portfolio diff. adviser | 16% | 0.54% | Mason Street Advisors, LLC |
| 12 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX diff. adviser | 16% | 0.67% | T. Rowe Price Associates, Inc. |
| 13 | JNL/JPMorgan MidCap Growth Fund diff. adviser | 16% | 0.59% | Jackson National Asset Management, LLC |
| 14 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 16% | 0.78% | — |
| 15 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 16% | 0.72% | Lincoln Financial Investments Corporation |
| 16 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX diff. adviser | 16% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 17 | SMALLCAP World Fund Inc · SMCWX, RSLAX, RSLBX, RSLCX, RSLEX, RSLFX, SCWCX, SCWFX, CSPAX, CSPCX, CSPEX, CSPFX, SMCFX, RLLGX, RSEBX, RSLDX, SFCWX, TWSFX, TSFFX, FSWFX, FSFWX | 15% | 0.65% | — |
| 18 | Columbia Variable Portfolio - Select Mid Cap Growth Fund diff. adviser | 15% | 0.82% | Columbia Management Investment Advisers, LLC |
| 19 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX diff. adviser | 15% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 20 | SA Multi-Managed Mid Cap Growth Portfolio diff. adviser | 15% | 0.98% | SunAmerica Asset Management, LLC |
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