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 Variable Growth Portfolio · QLMGOX, QLMGTX | 95% | 0.87% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX | 29% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX diff. adviser | 26% | 0.75% | Voya Investments, LLC |
| 4 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 26% | 0.57% | Lincoln Financial Investments Corporation |
| 5 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX diff. adviser | 26% | 0.83% | Voya Investments, LLC |
| 6 | CTIVP - Westfield Mid Cap Growth Fund diff. adviser | 26% | 0.82% | Columbia Management Investment Advisers, LLC |
| 7 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 26% | 0.67% | Virtus Investment Advisers, LLC |
| 8 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund · TEGAX, TOECX, TEGYX, TEGIX, TFGRX diff. adviser | 25% | 0.78% | Touchstone Advisors, Inc. |
| 9 | Franklin Small-Mid Cap Growth VIP Fund diff. adviser | 25% | 0.83% | Franklin Advisers, Inc. |
| 10 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 24% | 0.86% | Kornitzer Capital Management, Inc. |
| 11 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX diff. adviser | 24% | 0.80% | Allspring Funds Management, LLC |
| 12 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 23% | 0.05% | Fidelity Management & Research Company LLC |
| 13 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio cheaper diff. adviser | 23% | 0.66% | Global Atlantic Investment Advisors, 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 | 23% | 0.23% | BlackRock Fund Advisors |
| 16 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 23% | 0.51% | Franklin Advisers, Inc. |
| 17 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 23% | 0.00% | American Century Investment Management, Inc. |
| 18 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 22% | 0.02% | Carillon Tower Advisers, Inc. |
| 19 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 22% | 0.78% | — |
| 20 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 22% | 0.67% | T. Rowe Price Associates, Inc. |
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