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 | Virtus Ceredex Large-Cap Value Equity Fund · SVIIX, SVIFX, STVTX, STVZX cheaper | 21% | 0.72% | Virtus Investment Advisers, LLC |
| 2 | MML Invesco Discovery Mid Cap Fund diff. adviser | 18% | 0.83% | MML Investment Advisers, LLC |
| 3 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 17% | 0.67% | Invesco Advisers, Inc. |
| 4 | Carillon Scout Mid Cap Fund · CSMEX, CSMFX, UMBMX, CSMUX diff. adviser | 17% | 0.85% | Carillon Tower Advisers, Inc. |
| 5 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX diff. adviser | 17% | 0.90% | Brinker Capital Investments, LLC |
| 6 | Eventide Dividend Opportunities Fund · ETADX, ETCDX, ETIDX, ETNDX | 16% | 0.95% | — |
| 7 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 16% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 8 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 16% | 0.60% | Victory Capital Management Inc. |
| 9 | Invesco V.I. Discovery Mid Cap Growth Fund diff. adviser | 16% | 0.85% | Invesco Advisers, Inc. |
| 10 | MFS Mid Cap Growth Series diff. adviser | 15% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 15% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | iShares Morningstar Mid-Cap Growth ETF · IMCG cheaper diff. adviser | 15% | 0.06% | BlackRock Fund Advisors |
| 13 | The MidCap Growth Fund · CFAGX cheaper diff. adviser | 15% | 0.78% | Commerce Investment Advisors, Inc. |
| 14 | EQ/MFS Mid Cap Focused Growth Portfolio diff. adviser | 15% | 0.85% | Equitable Investment Management Group, LLC |
| 15 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 14% | 0.05% | The Vanguard Group, Inc. |
| 16 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 14% | 0.58% | First Trust Advisors L.P. |
| 17 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 14% | 0.02% | Carillon Tower Advisers, Inc. |
| 18 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 14% | 0.62% | Lord, Abbett & Co. LLC |
| 19 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 14% | 0.65% | — |
| 20 | Mid Cap Stock Portfolio diff. adviser | 13% | 1.14% | Lord, Abbett & Co. LLC |
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