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 | U.S. Small and Mid Cap Equity Fund | 91% | 0.54% | Capital Research and Management Company |
| 2 | Capital Group U.S. Small and Mid Cap ETF · CGMM | 81% | 0.51% | Capital Research and Management Company |
| 3 | SMALLCAP World Fund Inc · SMCWX, RSLAX, RSLBX, RSLCX, RSLEX, RSLFX, SCWCX, SCWFX, CSPAX, CSPCX, CSPEX, CSPFX, SMCFX, RLLGX, RSEBX, RSLDX, SFCWX, TWSFX, TSFFX, FSWFX, FSFWX | 21% | 0.65% | — |
| 4 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper | 19% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 5 | MID-CAP INDEX PORTFOLIO cheaper | 19% | 0.17% | The Vanguard Group, Inc. |
| 6 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper | 19% | 0.02% | The Vanguard Group, Inc. |
| 7 | iShares Morningstar Mid-Cap ETF · IMCB cheaper | 19% | 0.04% | BlackRock Fund Advisors |
| 8 | Venerable Mid Cap Index Fund cheaper | 19% | 0.40% | Venerable Investment Advisers, LLC |
| 9 | Schwab U.S. Mid-Cap Index Fund · SWMCX cheaper | 18% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | Voya RussellTM Mid Cap Index Portfolio · IRMAX, IIRMX, IRMCX, IRMTX cheaper | 18% | 0.15% | Voya Investments, LLC |
| 11 | PD Mid-Cap Index Portfolio cheaper | 18% | 0.19% | Pacific Life Fund Advisors LLC |
| 12 | Voya VACS Index Series MC Portfolio · VVIMX | 18% | — | Voya Investments, LLC |
| 13 | Fidelity Growth Strategies Fund · FDEGX, FAGKX, FGSHX, FGSGX, FGSJX, FGSLX, FGSFX | 18% | 0.62% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Growth Strategies K6 Fund · FSKGX cheaper | 18% | 0.46% | Fidelity Management & Research Company LLC |
| 15 | iShares Russell Mid-Cap ETF · IWR cheaper | 18% | 0.18% | BlackRock Fund Advisors |
| 16 | Calvert U.S. Mid Cap Core Responsible Index Fund · CMJAX, CMJIX, CMCRX cheaper | 18% | 0.20% | Calvert Research and Management |
| 17 | Fidelity Mid Cap Index Fund · FSMDX cheaper | 18% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Calvert US Mid-Cap Core Responsible Index ETF · CVMC cheaper | 18% | 0.15% | — |
| 19 | iShares Russell Mid-Cap Index Fund cheaper | 18% | 0.04% | BlackRock Advisors, LLC |
| 20 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund | 17% | 0.72% | Lincoln Financial Investments Corporation |
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