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 | AMG Frontier Small Cap Growth Fund · MSSCX, MSSVX, MSSYX cheaper diff. adviser | 40% | 0.90% | AMG Funds LLC |
| 2 | Frontier Mid Cap Growth Portfolio cheaper diff. adviser | 26% | 0.69% | Brighthouse Investment Advisers, LLC |
| 3 | MassMutual Mid Cap Growth Fund · MEFAX, MMELX, MEFNX, MGRFX, MEFYX, MEFZX, MEFFX, MMNGX cheaper diff. adviser | 20% | 0.66% | MML Investment Advisers, LLC |
| 4 | Guardian Select Mid Cap Core VIP Fund cheaper diff. adviser | 20% | 0.94% | Park Avenue Institutional Advisers LLC |
| 5 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 19% | 1.19% | Macquarie Investment Management Business Trust |
| 6 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 19% | 0.60% | Fidelity Management & Research Company LLC |
| 7 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 19% | 0.15% | SSGA Funds Management, Inc. |
| 8 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 19% | 0.17% | BlackRock Fund Advisors |
| 9 | SA Mid Cap Index Portfolio cheaper diff. adviser | 18% | 0.36% | SunAmerica Asset Management, LLC |
| 10 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 18% | 0.35% | The Variable Annuity Life Insurance Company |
| 11 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
| 12 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 18% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 13 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 18% | 0.20% | Columbia Management Investment Advisers, LLC |
| 14 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 18% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 15 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX cheaper diff. adviser | 18% | 0.58% | Fidelity Management & Research Company LLC |
| 16 | State Street SPDR S&P MidCap 400SM ETF Trust | 18% | — | — |
| 17 | Index 400 Stock Portfolio cheaper diff. adviser | 18% | 0.24% | Mason Street Advisors, LLC |
| 18 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 18% | 0.35% | Lincoln Financial Investments Corporation |
| 19 | VIP Mid Cap Portfolio · XFBRX, XFBSX cheaper diff. adviser | 17% | 0.57% | Fidelity Management & Research Company LLC |
| 20 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 17% | 0.39% | Equitable Investment Management Group, LLC |
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