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 | Saratoga Mid Capitalization Portfolio · SMIPX, SPMCX, SPMAX diff. adviser | 79% | 2.22% | Saratoga Capital Management, LLC |
| 2 | MML Invesco Discovery Mid Cap Fund cheaper diff. adviser | 20% | 0.83% | MML Investment Advisers, LLC |
| 3 | MFS Mid Cap Growth Series cheaper diff. adviser | 20% | 0.80% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Mid Cap Growth Fund · OTCAX, OTCJX, OTCBX, OTCCX, OTCIX, OTCGX, MCPRX, OTCHX, OTCKX cheaper diff. adviser | 20% | 0.65% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | EQ/MFS Mid Cap Focused Growth Portfolio diff. adviser | 19% | 0.85% | Equitable Investment Management Group, LLC |
| 6 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 19% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper diff. adviser | 18% | 0.83% | New York Life Investment Management LLC |
| 8 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX cheaper diff. adviser | 17% | 0.80% | Hartford Funds Management Company, LLC |
| 9 | Sit Small Cap Growth Fund · SSMGX diff. adviser | 16% | 1.50% | Sit Investment Associates, Inc. |
| 10 | Invesco Main Street Mid Cap Fund cheaper diff. adviser | 16% | 0.68% | Invesco Advisers, Inc. |
| 11 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX cheaper | 16% | 0.78% | — |
| 12 | Invesco Discovery Mid Cap Growth Fund cheaper diff. adviser | 16% | 0.67% | Invesco Advisers, Inc. |
| 13 | Sit Small Cap Dividend Growth Fund · SSCDX, SDFSX diff. adviser | 16% | 0.90% | Sit Investment Associates, Inc. |
| 14 | Growth Opportunities Portfolio diff. adviser | 16% | 1.13% | Lord, Abbett & Co. LLC |
| 15 | Invesco V.I. Discovery Mid Cap Growth Fund diff. adviser | 15% | 0.85% | Invesco Advisers, Inc. |
| 16 | Columbia Variable Portfolio - Select Mid Cap Growth Fund cheaper diff. adviser | 15% | 0.82% | Columbia Management Investment Advisers, LLC |
| 17 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 15% | 0.57% | Lincoln Financial Investments Corporation |
| 18 | Invesco V.I. Main Street Mid Cap Fund diff. adviser | 15% | 0.94% | Invesco Advisers, Inc. |
| 19 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 15% | 0.65% | — |
| 20 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 15% | 0.89% | American Beacon Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.