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 | Parnassus Mid Cap Fund · PARMX, PFPMX | 30% | 0.75% | Parnassus Investments, LLC |
| 2 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund diff. adviser | 28% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 3 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 27% | 0.57% | Lincoln Financial Investments Corporation |
| 4 | Azzad Ethical Fund · ADJEX diff. adviser | 27% | 0.99% | Azzad Asset Management, Inc. |
| 5 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX diff. adviser | 27% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 6 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 27% | 0.94% | Victory Capital Management Inc. |
| 7 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 26% | 0.05% | The Vanguard Group, Inc. |
| 8 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 26% | 0.75% | SunAmerica Asset Management, LLC |
| 9 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 25% | 0.67% | Virtus Investment Advisers, LLC |
| 10 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 25% | 0.83% | Brown Advisory LLC |
| 11 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 25% | 0.54% | Mason Street Advisors, LLC |
| 12 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 25% | 0.59% | Jackson National Asset Management, LLC |
| 13 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 25% | 0.00% | American Century Investment Management, Inc. |
| 14 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 25% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 15 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund · TEGAX, TOECX, TEGYX, TEGIX, TFGRX diff. adviser | 24% | 0.78% | Touchstone Advisors, Inc. |
| 16 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 24% | 0.02% | Carillon Tower Advisers, Inc. |
| 17 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 23% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 18 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX diff. adviser | 23% | 0.80% | Allspring Funds Management, LLC |
| 19 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX diff. adviser | 23% | 0.68% | Macquarie Investment Management Business Trust |
| 20 | Nomura VIP Mid Cap Growth Series diff. adviser | 22% | 0.85% | Macquarie Investment Management Business Trust |
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