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 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX | 35% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 2 | Penn Series SMID Cap Growth Fund diff. adviser | 33% | 1.04% | Penn Mutual Asset Management, LLC |
| 3 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 25% | 0.77% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Smid Cap Core Series diff. adviser | 25% | 1.18% | Macquarie Investment Management Business Trust |
| 5 | Nomura VIP Opportunity Series diff. adviser | 25% | 0.83% | Macquarie Investment Management Business Trust |
| 6 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 25% | 0.80% | Lincoln Financial Investments Corporation |
| 7 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 24% | 0.60% | Fidelity Management & Research Company LLC |
| 8 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 24% | 0.80% | Driehaus Capital Management LLC |
| 9 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 24% | 0.15% | SSGA Funds Management, Inc. |
| 10 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 24% | 0.35% | The Variable Annuity Life Insurance Company |
| 11 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 24% | 0.17% | BlackRock Fund Advisors |
| 12 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 24% | 0.20% | Columbia Management Investment Advisers, LLC |
| 13 | Horizon Small/Mid Cap Core Equity ETF cheaper | 23% | 0.75% | — |
| 14 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 23% | 0.94% | Park Avenue Institutional Advisers LLC |
| 15 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 23% | 0.03% | The Vanguard Group, Inc. |
| 16 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 23% | 0.82% | AMG Funds LLC |
| 17 | State Street SPDR S&P MidCap 400SM ETF Trust | 23% | — | — |
| 18 | Index 400 Stock Portfolio cheaper diff. adviser | 23% | 0.24% | Mason Street Advisors, LLC |
| 19 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 23% | 0.35% | Lincoln Financial Investments Corporation |
| 20 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 23% | 0.25% | BNY Mellon Investment Adviser, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.