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 | Guardian Small-Mid Cap Core VIP Fund diff. adviser | 99% | 1.01% | Park Avenue Institutional Advisers LLC |
| 2 | Allspring VT Opportunity Fund cheaper | 19% | 0.75% | Allspring Funds Management, LLC |
| 3 | Allspring Opportunity Fund · WOFDX, SOPVX, WFOPX, WOFNX, WOFRX cheaper | 19% | 0.72% | Allspring Funds Management, LLC |
| 4 | Guardian Select Mid Cap Core VIP Fund diff. adviser | 19% | 0.94% | Park Avenue Institutional Advisers LLC |
| 5 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 17% | 0.60% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Mid-Cap Stock K6 Fund · FNKFX cheaper diff. adviser | 16% | 0.45% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Mid-Cap Stock Fund · FMCSX, FKMCX, FMCNX, FMCWX, FMCHX, FMCJX, FMCQX cheaper diff. adviser | 16% | 0.56% | Fidelity Management & Research Company LLC |
| 8 | Penn Series Mid Cap Value Fund cheaper diff. adviser | 14% | 0.83% | Penn Mutual Asset Management, LLC |
| 9 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper diff. adviser | 14% | 0.83% | New York Life Investment Management LLC |
| 10 | SA Mid Cap Index Portfolio cheaper diff. adviser | 13% | 0.36% | SunAmerica Asset Management, LLC |
| 11 | CRM MID CAP VALUE FUND · CRIMX, CRMMX diff. adviser | 13% | 1.01% | Cramer Rosenthal McGlynn, LLC |
| 12 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 13% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 13 | State Street SPDR S&P MidCap 400SM ETF Trust | 13% | — | — |
| 14 | Index 400 Stock Portfolio cheaper diff. adviser | 13% | 0.24% | Mason Street Advisors, LLC |
| 15 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 13% | 0.35% | Lincoln Financial Investments Corporation |
| 16 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 13% | 0.39% | Equitable Investment Management Group, LLC |
| 17 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 13% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | JNL Mid Cap Index Fund cheaper diff. adviser | 13% | 0.10% | Jackson National Asset Management, LLC |
| 19 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper diff. adviser | 13% | 0.03% | SSGA Funds Management, Inc. |
| 20 | SFT Index 400 Mid-Cap Fund cheaper diff. adviser | 13% | 0.31% | Securian Asset Management, Inc. |
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