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 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX | 53% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 2 | William Blair Small Cap Growth Fund · WBSNX, WBSIX, WBSRX | 38% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 3 | NAA MID GROWTH SERIES diff. adviser | 19% | 1.08% | New Age Alpha Advisors, LLC |
| 4 | NAA MID GROWTH FUND diff. adviser | 19% | 1.27% | New Age Alpha Advisors, LLC |
| 5 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 19% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 6 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 18% | 0.80% | Lincoln Financial Investments Corporation |
| 7 | Nomura VIP Smid Cap Core Series diff. adviser | 18% | 1.18% | Macquarie Investment Management Business Trust |
| 8 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 18% | 0.77% | Macquarie Investment Management Business Trust |
| 9 | Nomura VIP Opportunity Series cheaper diff. adviser | 18% | 0.83% | Macquarie Investment Management Business Trust |
| 10 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 18% | 0.15% | SSGA Funds Management, Inc. |
| 11 | SA AB Small & Mid Cap Value Portfolio diff. adviser | 17% | 0.90% | SunAmerica Asset Management, LLC |
| 12 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 17% | 0.17% | BlackRock Fund Advisors |
| 13 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 17% | 0.03% | The Vanguard Group, Inc. |
| 14 | Horizon Small/Mid Cap Core Equity ETF cheaper | 17% | 0.75% | — |
| 15 | BNY Mellon Midcap Index Fund, Inc. · PESPX, DMIDX cheaper diff. adviser | 17% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 16 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 17% | 0.82% | AMG Funds LLC |
| 17 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 17% | 0.15% | DBX Advisors LLC |
| 18 | MML Small/Mid Cap Value Fund cheaper diff. adviser | 17% | 0.83% | MML Investment Advisers, LLC |
| 19 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 16% | 0.35% | The Variable Annuity Life Insurance Company |
| 20 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 16% | 0.20% | Columbia Management Investment Advisers, LLC |
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