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 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX cheaper diff. adviser | 79% | 0.85% | Natixis Advisors, LLC |
| 2 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 20% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 3 | EQ/MFS Mid Cap Focused Growth Portfolio cheaper diff. adviser | 19% | 0.85% | Equitable Investment Management Group, LLC |
| 4 | MFS Mid Cap Growth Series cheaper diff. adviser | 19% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 18% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Invesco Main Street Mid Cap Fund cheaper diff. adviser | 17% | 0.68% | Invesco Advisers, Inc. |
| 7 | Invesco V.I. Main Street Mid Cap Fund cheaper diff. adviser | 16% | 0.94% | Invesco Advisers, Inc. |
| 8 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 15% | 0.67% | Invesco Advisers, Inc. |
| 9 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 15% | 0.00% | American Century Investment Management, Inc. |
| 10 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper diff. adviser | 14% | 0.83% | New York Life Investment Management LLC |
| 11 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 14% | 0.57% | Lincoln Financial Investments Corporation |
| 12 | Invesco V.I. Discovery Mid Cap Growth Fund cheaper diff. adviser | 14% | 0.85% | Invesco Advisers, Inc. |
| 13 | Global X U.S. Infrastructure Development ETF · PAVE cheaper diff. adviser | 14% | 0.47% | Global X Management Company LLC |
| 14 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX cheaper diff. adviser | 14% | 0.80% | Hartford Funds Management Company, LLC |
| 15 | Parnassus Mid Cap Fund · PARMX, PFPMX cheaper diff. adviser | 14% | 0.75% | Parnassus Investments, LLC |
| 16 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 14% | 0.05% | The Vanguard Group, Inc. |
| 17 | THRIVENT MID CAP GROWTH PORTFOLIO cheaper diff. adviser | 14% | 0.89% | Thrivent Financial for Lutherans |
| 18 | ALPS Electrification Infrastructure ETF cheaper diff. adviser | 14% | 0.50% | ALPS Advisors, Inc. |
| 19 | PGIM Jennison Focused Mid-Cap ETF · PJFM cheaper diff. adviser | 14% | 0.49% | PGIM INVESTMENTS LLC |
| 20 | THRIVENT MID CAP GROWTH FUND · TMCGX cheaper diff. adviser | 14% | 0.90% | Thrivent Asset Management, LLC |
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