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 | Sit Small Cap Growth Fund · SSMGX | 62% | 1.50% | Sit Investment Associates, Inc. |
| 2 | Sit Mid Cap Growth Fund · NBNGX | 21% | 1.25% | Sit Investment Associates, Inc. |
| 3 | Nomura VIP Opportunity Series cheaper diff. adviser | 17% | 0.83% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Smid Cap Core Series diff. adviser | 17% | 1.18% | Macquarie Investment Management Business Trust |
| 5 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 17% | 0.77% | Macquarie Investment Management Business Trust |
| 6 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 17% | 0.80% | Lincoln Financial Investments Corporation |
| 7 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper diff. adviser | 16% | 0.43% | Fidelity Management & Research Company LLC |
| 8 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX cheaper diff. adviser | 16% | 0.85% | Natixis Advisors, LLC |
| 9 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 10 | Dunham Small Cap Growth Fund · DADGX, DCDGX, DNDGX diff. adviser | 15% | 1.24% | Dunham & Associates Investment Counsel, Inc. |
| 11 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 15% | 0.77% | Virtus Investment Advisers, LLC |
| 12 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 15% | 0.15% | DBX Advisors LLC |
| 13 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 15% | 0.80% | SunAmerica Asset Management, LLC |
| 14 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 15% | 0.74% | Jackson National Asset Management, LLC |
| 15 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.82% | Brighthouse Investment Advisers, LLC |
| 16 | LVIP Wellington SMID Cap Value Fund cheaper diff. adviser | 14% | 0.77% | Lincoln Financial Investments Corporation |
| 17 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 14% | 0.35% | The Variable Annuity Life Insurance Company |
| 18 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 14% | 0.20% | Columbia Management Investment Advisers, LLC |
| 19 | MassMutual Small Cap Opportunities Fund · DLBMX, MSCLX, MSCDX, MSVYX, MOORX, MSOOX, MCCRX, MMOGX cheaper diff. adviser | 14% | 0.65% | MML Investment Advisers, LLC |
| 20 | MML VIP Invesco Small Cap Equity Fund cheaper diff. adviser | 14% | 0.71% | MML Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.