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 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 96% | 0.72% | Lincoln Financial Investments Corporation |
| 2 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 95% | 0.77% | Voya Investments, LLC |
| 3 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 75% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 74% | 0.40% | Voya Investments, LLC |
| 5 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 74% | 0.23% | BlackRock Fund Advisors |
| 6 | SA Multi-Managed Mid Cap Growth Portfolio diff. adviser | 71% | 0.98% | SunAmerica Asset Management, LLC |
| 7 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper diff. adviser | 67% | 0.66% | Global Atlantic Investment Advisors, LLC |
| 8 | LVIP Blended Mid Cap Managed Volatility Fund diff. adviser | 63% | 0.72% | Lincoln Financial Investments Corporation |
| 9 | Mid Cap Growth Portfolio diff. adviser | 54% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 10 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 52% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 11 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX diff. adviser | 51% | 0.67% | Virtus Investment Advisers, LLC |
| 12 | Fidelity Growth Strategies K6 Fund · FSKGX cheaper diff. adviser | 51% | 0.46% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Growth Strategies Fund · FDEGX, FAGKX, FGSHX, FGSGX, FGSJX, FGSLX, FGSFX cheaper diff. adviser | 51% | 0.62% | Fidelity Management & Research Company LLC |
| 14 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 49% | 0.57% | Lincoln Financial Investments Corporation |
| 15 | SA JPMorgan Mid-Cap Growth Portfolio diff. adviser | 49% | 0.75% | SunAmerica Asset Management, LLC |
| 16 | Mid Cap Growth Stock Portfolio cheaper diff. adviser | 49% | 0.54% | Mason Street Advisors, LLC |
| 17 | JNL/JPMorgan MidCap Growth Fund cheaper diff. adviser | 49% | 0.59% | Jackson National Asset Management, LLC |
| 18 | JPMorgan Mid Cap Growth Fund · HLGEX, OSGIX, OMGCX, JMGZX, JMGFX, JMGMX, JMGPX, JMGQX cheaper diff. adviser | 49% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 19 | The MidCap Growth Fund · CFAGX diff. adviser | 48% | 0.78% | Commerce Investment Advisors, Inc. |
| 20 | Federated Hermes MDT Mid Cap Growth Fund · FGSAX, FGSCX, FGSKX, FGSIX diff. adviser | 46% | 0.84% | Federated Advisory Services Company, Federated MDTA LLC |
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