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 | Columbia Variable Portfolio - Select Mid Cap Growth Fund | 88% | 0.82% | Columbia Management Investment Advisers, LLC |
| 2 | Growth Opportunities Portfolio | 47% | 1.13% | Lord, Abbett & Co. LLC |
| 3 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper | 46% | 0.62% | Lord, Abbett & Co. LLC |
| 4 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper | 43% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 5 | Mid Cap Growth Portfolio | 42% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 6 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper | 40% | 0.02% | Carillon Tower Advisers, Inc. |
| 7 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund | 39% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 8 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper | 39% | 0.72% | Lincoln Financial Investments Corporation |
| 9 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX cheaper | 39% | 0.77% | Voya Investments, LLC |
| 10 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper | 39% | 0.67% | T. Rowe Price Associates, Inc. |
| 11 | Fidelity Growth Strategies K6 Fund · FSKGX cheaper | 39% | 0.46% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Growth Strategies Fund · FDEGX, FAGKX, FGSHX, FGSGX, FGSJX, FGSLX, FGSFX cheaper | 39% | 0.62% | Fidelity Management & Research Company LLC |
| 13 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX | 39% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 14 | SA Multi-Managed Mid Cap Growth Portfolio | 38% | 0.98% | SunAmerica Asset Management, LLC |
| 15 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper | 38% | 0.05% | Fidelity Management & Research Company LLC |
| 16 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper | 38% | 0.66% | Global Atlantic Investment Advisors, LLC |
| 17 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper | 37% | 0.40% | Voya Investments, LLC |
| 18 | iShares Russell Mid-Cap Growth ETF · IWP cheaper | 37% | 0.23% | BlackRock Fund Advisors |
| 19 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper | 37% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | CTIVP - Westfield Mid Cap Growth Fund | 37% | 0.82% | Columbia Management Investment Advisers, LLC |
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