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 | Growth Opportunities Portfolio | 85% | 1.13% | Lord, Abbett & Co. LLC |
| 2 | Columbia Variable Portfolio - Select Mid Cap Growth Fund diff. adviser | 46% | 0.82% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 46% | 0.78% | — |
| 4 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 41% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 5 | Mid Cap Growth Portfolio diff. adviser | 40% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 6 | MML Invesco Discovery Mid Cap Fund diff. adviser | 40% | 0.83% | MML Investment Advisers, LLC |
| 7 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 38% | 0.75% | SunAmerica Asset Management, LLC |
| 8 | Invesco Discovery Mid Cap Growth Fund diff. adviser | 38% | 0.67% | Invesco Advisers, Inc. |
| 9 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 36% | 0.54% | Mason Street Advisors, LLC |
| 10 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 36% | 0.59% | Jackson National Asset Management, LLC |
| 11 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX diff. adviser | 36% | 0.80% | Allspring Funds Management, LLC |
| 12 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX diff. adviser | 36% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 13 | Invesco V.I. Discovery Mid Cap Growth Fund diff. adviser | 35% | 0.85% | Invesco Advisers, Inc. |
| 14 | SA Multi-Managed Mid Cap Growth Portfolio diff. adviser | 34% | 0.98% | SunAmerica Asset Management, LLC |
| 15 | Developing Growth Portfolio | 34% | 1.04% | Lord, Abbett & Co. LLC |
| 16 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 34% | 0.72% | Lincoln Financial Investments Corporation |
| 17 | BlackRock Mid-Cap Growth Equity Portfolio · CMGIX, CMGSX, BMGAX, BMGCX, BMRRX diff. adviser | 34% | 0.71% | BlackRock Advisors, LLC |
| 18 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 34% | 0.57% | Lincoln Financial Investments Corporation |
| 19 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 34% | 0.77% | Voya Investments, LLC |
| 20 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX diff. adviser | 33% | 0.67% | T. Rowe Price Associates, Inc. |
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