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 | Sit Small Cap Dividend Growth Fund · SSCDX, SDFSX cheaper | 62% | 0.90% | Sit Investment Associates, Inc. |
| 2 | Sit Mid Cap Growth Fund · NBNGX cheaper | 37% | 1.25% | Sit Investment Associates, Inc. |
| 3 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 20% | 0.77% | Macquarie Investment Management Business Trust |
| 4 | Nomura VIP Opportunity Series cheaper diff. adviser | 20% | 0.83% | Macquarie Investment Management Business Trust |
| 5 | Nomura VIP Smid Cap Core Series cheaper diff. adviser | 20% | 1.18% | Macquarie Investment Management Business Trust |
| 6 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 20% | 0.80% | Lincoln Financial Investments Corporation |
| 7 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX cheaper diff. adviser | 16% | 0.85% | Natixis Advisors, LLC |
| 8 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 15% | 0.83% | Loomis, Sayles & Company, L.P. |
| 9 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 14% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 10 | Congress Mid Cap Growth Fund · CMIDX, IMIDX cheaper diff. adviser | 14% | 0.82% | Congress Asset Management Company |
| 11 | EQ/MFS Mid Cap Focused Growth Portfolio cheaper diff. adviser | 14% | 0.85% | Equitable Investment Management Group, LLC |
| 12 | CANTOR FITZGERALD EQUITY OPPORTUNITY FUND · ATGYX, ATGAX, ATGHX cheaper diff. adviser | 14% | 1.12% | Cantor Fitzgerald Investment Advisors, LP |
| 13 | M Capital Appreciation Fund · MFCPX cheaper diff. adviser | 14% | 0.98% | M Financial Investment Advisers, Inc. |
| 14 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX cheaper diff. adviser | 13% | 0.87% | AMG Funds LLC |
| 15 | THRIVENT MID CAP GROWTH PORTFOLIO cheaper diff. adviser | 13% | 0.89% | Thrivent Financial for Lutherans |
| 16 | Saratoga Mid Capitalization Portfolio · SMIPX, SPMCX, SPMAX diff. adviser | 13% | 2.22% | Saratoga Capital Management, LLC |
| 17 | William Blair Small-Mid Cap Core Fund · WBCIX, WBCRX cheaper diff. adviser | 13% | 0.90% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 18 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 13% | 0.60% | — |
| 19 | MML Small/Mid Cap Value Fund cheaper diff. adviser | 13% | 0.83% | MML Investment Advisers, LLC |
| 20 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX cheaper diff. adviser | 13% | 0.80% | Hartford Funds Management Company, LLC |
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