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 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX | 31% | 0.97% | American Beacon Advisors, Inc. |
| 2 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 27% | 0.90% | Thrivent Asset Management, LLC |
| 3 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 27% | 0.02% | Carillon Tower Advisers, Inc. |
| 4 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 26% | 0.94% | Victory Capital Management Inc. |
| 5 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX cheaper diff. adviser | 25% | 0.86% | Kornitzer Capital Management, Inc. |
| 6 | Franklin Small-Mid Cap Growth VIP Fund cheaper diff. adviser | 25% | 0.83% | Franklin Advisers, Inc. |
| 7 | LVIP Blended Mid Cap Managed Volatility Fund cheaper diff. adviser | 25% | 0.72% | Lincoln Financial Investments Corporation |
| 8 | ClearBridge Mid Cap Growth Fund · LBGAX, LBGCX, LCMRX, LBGIX, LCMIX cheaper diff. adviser | 25% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 25% | 0.51% | Franklin Advisers, Inc. |
| 10 | Columbia Variable Portfolio - Select Mid Cap Growth Fund cheaper diff. adviser | 25% | 0.82% | Columbia Management Investment Advisers, LLC |
| 11 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 25% | 0.05% | The Vanguard Group, Inc. |
| 12 | MFS Mid Cap Growth Series cheaper diff. adviser | 25% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund cheaper diff. adviser | 25% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 14 | THRIVENT MID CAP GROWTH PORTFOLIO diff. adviser | 25% | 0.89% | Thrivent Financial for Lutherans |
| 15 | CIBC ATLAS MID CAP EQUITY FUND · AWMIX, AWMVX cheaper diff. adviser | 24% | 0.82% | CIBC Private Wealth Advisors, Inc. |
| 16 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 24% | 0.67% | T. Rowe Price Associates, Inc. |
| 17 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX cheaper diff. adviser | 24% | 0.77% | Voya Investments, LLC |
| 18 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 24% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund cheaper diff. adviser | 24% | 0.72% | Lincoln Financial Investments Corporation |
| 20 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX cheaper diff. adviser | 24% | 0.84% | Goldman Sachs Asset Management, L.P. |
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