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 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX | 94% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX | 42% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | ClearBridge Select Fund · LCLAX, LCLCX, LCBSX, CBSCX, LCSSX, LBFIX | 22% | 0.99% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 18% | 0.02% | Carillon Tower Advisers, Inc. |
| 5 | Mid Cap Strategic Growth Fund · VMSGX cheaper diff. adviser | 18% | 0.74% | The Variable Annuity Life Insurance Company |
| 6 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 16% | 0.86% | Kornitzer Capital Management, Inc. |
| 7 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 16% | 0.67% | Virtus Investment Advisers, LLC |
| 8 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 16% | 0.78% | — |
| 9 | MOA MID CAP VALUE FUND cheaper diff. adviser | 16% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | Columbia Variable Portfolio - Select Mid Cap Growth Fund diff. adviser | 16% | 0.82% | Columbia Management Investment Advisers, LLC |
| 11 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper diff. adviser | 15% | 0.60% | PGIM INVESTMENTS LLC |
| 12 | First Eagle Mid Cap Equity ETF · FEMD cheaper | 15% | 0.55% | — |
| 13 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund diff. adviser | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 14 | Baird Mid Cap Growth Fund · BMDIX, BMDSX diff. adviser | 15% | 0.81% | Robert W. Baird & Co. Incorporated |
| 15 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX diff. adviser | 15% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 16 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 15% | 0.55% | Tidal Investments LLC |
| 17 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 15% | 0.89% | American Beacon Advisors, Inc. |
| 18 | Carillon Chartwell Mid Cap Value Fund · BERCX, BERDX, BERAX, BERBX diff. adviser | 15% | 0.80% | Carillon Tower Advisers, Inc. |
| 19 | MoA Mid Cap Growth Fund cheaper diff. adviser | 15% | 0.63% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 20 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 15% | 0.90% | Thrivent Asset Management, LLC |
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