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 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX | 46% | 0.53% | Crossmark Global Investments, Inc. |
| 2 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper | 44% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 3 | Mid Cap Index Fund · VMIDX | 43% | 0.35% | The Variable Annuity Life Insurance Company |
| 4 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper | 42% | 0.20% | Columbia Management Investment Advisers, LLC |
| 5 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper | 42% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 6 | PGIM Quant Solutions Mid-Cap Index Fund · PQCCX cheaper | 42% | 0.20% | PGIM INVESTMENTS LLC |
| 7 | State Street SPDR S&P MidCap 400SM ETF Trust | 42% | — | — |
| 8 | Index 400 Stock Portfolio cheaper | 42% | 0.24% | Mason Street Advisors, LLC |
| 9 | LVIP SSGA Mid-Cap Index Fund | 42% | 0.35% | Lincoln Financial Investments Corporation |
| 10 | MidCap S&P 400 Index Fund · MPSIX, PMFMX, PMFPX, PMFJX, PMAPX cheaper | 42% | 0.16% | Principal Global Investors, LLC |
| 11 | EQ/Mid Cap Index Portfolio | 42% | 0.39% | Equitable Investment Management Group, LLC |
| 12 | MOA MID CAP EQUITY INDEX FUND cheaper | 42% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | JNL Mid Cap Index Fund cheaper | 42% | 0.10% | Jackson National Asset Management, LLC |
| 14 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF · SPMD cheaper | 41% | 0.03% | SSGA Funds Management, Inc. |
| 15 | SFT Index 400 Mid-Cap Fund cheaper | 41% | 0.31% | Securian Asset Management, Inc. |
| 16 | SA Mid Cap Index Portfolio | 41% | 0.36% | SunAmerica Asset Management, LLC |
| 17 | iShares Core S&P Mid-Cap ETF · IJH cheaper | 41% | 0.05% | BlackRock Fund Advisors |
| 18 | CVT S&P MidCap 400 Index Portfolio cheaper | 41% | 0.33% | Calvert Research and Management |
| 19 | VANGUARD S&P MID-CAP 400 INDEX FUND · IVOO, VSPMX cheaper | 41% | 0.03% | The Vanguard Group, Inc. |
| 20 | EQ/400 Managed Volatility Portfolio | 41% | 0.60% | Equitable Investment Management Group, LLC |
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