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 | First Eagle US Smid Cap Opportunity Fund | 35% | 0.95% | First Eagle Investment Management, LLC |
| 2 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX | 16% | 0.80% | Hartford Funds Management Company, LLC |
| 3 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX | 15% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | LVIP Nomura SMID Cap Core Fund | 15% | 0.80% | Lincoln Financial Investments Corporation |
| 5 | Nomura VIP Opportunity Series | 15% | 0.83% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Smid Cap Core Series | 15% | 1.18% | Macquarie Investment Management Business Trust |
| 7 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX | 15% | 0.77% | Macquarie Investment Management Business Trust |
| 8 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX | 14% | 0.78% | Macquarie Investment Management Business Trust |
| 9 | LVIP Nomura Mid Cap Value Fund cheaper | 14% | 0.42% | Lincoln Financial Investments Corporation |
| 10 | JNL/MFS Mid Cap Value Fund | 14% | 0.65% | Jackson National Asset Management, LLC |
| 11 | MFS Mid Cap Value Fund · MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX | 14% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | MFS Mid Cap Value Portfolio | 14% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX | 14% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper | 14% | 0.15% | DBX Advisors LLC |
| 15 | NYLI VP Schroders Mid Cap Opportunities Portfolio | 14% | 0.83% | New York Life Investment Management LLC |
| 16 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX | 14% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 17 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX | 14% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 18 | Harbor Mid Cap Value ETF · EPMV | 13% | 0.88% | Harbor Capital Advisors, Inc. |
| 19 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX | 13% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 20 | Fidelity Mid-Cap Stock K6 Fund · FNKFX cheaper | 13% | 0.45% | Fidelity Management & Research Company LLC |
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