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 | MFS Mid Cap Growth Series | 95% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | EQ/MFS Mid Cap Focused Growth Portfolio diff. adviser | 71% | 0.85% | Equitable Investment Management Group, LLC |
| 3 | LVIP Blended Mid Cap Managed Volatility Fund diff. adviser | 62% | 0.72% | Lincoln Financial Investments Corporation |
| 4 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 37% | 0.57% | Lincoln Financial Investments Corporation |
| 5 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX diff. adviser | 34% | 0.80% | Allspring Funds Management, LLC |
| 6 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 33% | 0.54% | Mason Street Advisors, LLC |
| 7 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 33% | 0.59% | Jackson National Asset Management, LLC |
| 8 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 33% | 0.78% | — |
| 9 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX diff. adviser | 33% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 10 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 32% | 0.75% | SunAmerica Asset Management, LLC |
| 11 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 32% | 0.00% | American Century Investment Management, Inc. |
| 12 | Franklin Small-Mid Cap Growth VIP Fund diff. adviser | 32% | 0.83% | Franklin Advisers, Inc. |
| 13 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX diff. adviser | 32% | 0.67% | T. Rowe Price Associates, Inc. |
| 14 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 32% | 0.72% | Lincoln Financial Investments Corporation |
| 15 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 32% | 0.02% | Carillon Tower Advisers, Inc. |
| 16 | Columbia Variable Portfolio - Select Mid Cap Growth Fund diff. adviser | 32% | 0.82% | Columbia Management Investment Advisers, LLC |
| 17 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 32% | 0.77% | Voya Investments, LLC |
| 18 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund diff. adviser | 32% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 19 | Fidelity Growth Strategies K6 Fund · FSKGX cheaper diff. adviser | 31% | 0.46% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Growth Strategies Fund · FDEGX, FAGKX, FGSHX, FGSGX, FGSJX, FGSLX, FGSFX cheaper diff. adviser | 31% | 0.62% | Fidelity Management & Research Company LLC |
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