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 | VIP Mid Cap Portfolio · XFBRX, XFBSX cheaper | 98% | 0.57% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Mid-Cap Stock K6 Fund · FNKFX cheaper | 42% | 0.45% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Mid-Cap Stock Fund · FMCSX, FKMCX, FMCNX, FMCWX, FMCHX, FMCJX, FMCQX cheaper | 42% | 0.56% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX | 41% | 0.60% | Fidelity Management & Research Company LLC |
| 5 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 37% | 0.94% | Park Avenue Institutional Advisers LLC |
| 6 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 35% | 0.43% | Fidelity Management & Research Company LLC |
| 7 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 28% | 0.35% | The Variable Annuity Life Insurance Company |
| 8 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 27% | 0.20% | Columbia Management Investment Advisers, LLC |
| 9 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 27% | 0.15% | DBX Advisors LLC |
| 10 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 26% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 11 | S&P MidCap Index Fund · SPMIX, MIDKX diff. adviser | 26% | 0.63% | CCM Partners, LP. dba Shelton Capital Management |
| 12 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper diff. adviser | 26% | 0.03% | The Vanguard Group, Inc. |
| 13 | SA Mid Cap Index Portfolio cheaper diff. adviser | 25% | 0.36% | SunAmerica Asset Management, LLC |
| 14 | State Street SPDR S&P MidCap 400SM ETF Trust | 25% | — | — |
| 15 | Index 400 Stock Portfolio cheaper diff. adviser | 25% | 0.24% | Mason Street Advisors, LLC |
| 16 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 25% | 0.35% | Lincoln Financial Investments Corporation |
| 17 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX cheaper diff. adviser | 25% | 0.20% | PGIM INVESTMENTS LLC |
| 18 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 25% | 0.39% | Equitable Investment Management Group, LLC |
| 19 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 25% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 20 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 25% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
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