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 Growth Fund · SHRAX, SAGCX, SAGYX, LMPRX, LMPFX, LSIFX cheaper | 95% | 0.74% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper | 30% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 25% | 0.57% | Lincoln Financial Investments Corporation |
| 4 | CTIVP - Westfield Mid Cap Growth Fund cheaper diff. adviser | 25% | 0.82% | Columbia Management Investment Advisers, LLC |
| 5 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 25% | 0.67% | Virtus Investment Advisers, LLC |
| 6 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund · TEGAX, TOECX, TEGYX, TEGIX, TFGRX cheaper diff. adviser | 25% | 0.78% | Touchstone Advisors, Inc. |
| 7 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX cheaper diff. adviser | 25% | 0.75% | Voya Investments, LLC |
| 8 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX cheaper diff. adviser | 24% | 0.83% | Voya Investments, LLC |
| 9 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 24% | 0.86% | Kornitzer Capital Management, Inc. |
| 10 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX cheaper diff. adviser | 24% | 0.80% | Allspring Funds Management, LLC |
| 11 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 23% | 0.83% | Franklin Advisers, Inc. |
| 12 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX cheaper | 23% | 0.78% | — |
| 13 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 23% | 0.05% | Fidelity Management & Research Company LLC |
| 14 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 23% | 0.40% | Voya Investments, LLC |
| 15 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 22% | 0.23% | BlackRock Fund Advisors |
| 16 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper diff. adviser | 22% | 0.66% | Global Atlantic Investment Advisors, LLC |
| 17 | Columbia Variable Portfolio - Select Mid Cap Growth Fund cheaper diff. adviser | 22% | 0.82% | Columbia Management Investment Advisers, LLC |
| 18 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 22% | 0.02% | Carillon Tower Advisers, Inc. |
| 19 | Allspring VT Discovery All Cap Growth Fund cheaper diff. adviser | 22% | 0.75% | Allspring Funds Management, LLC |
| 20 | Putnam Sustainable Future ETF cheaper diff. adviser | 22% | 0.64% | Putnam Investment Management, LLC |
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