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 | Penn Series Mid Cap Growth Fund diff. adviser | 98% | 0.96% | Penn Mutual Asset Management, LLC |
| 2 | Nomura VIP Mid Cap Growth Series | 98% | 0.85% | Macquarie Investment Management Business Trust |
| 3 | Azzad Ethical Fund · ADJEX diff. adviser | 39% | 0.99% | Azzad Asset Management, Inc. |
| 4 | LVIP American Century Capital Appreciation Fund cheaper diff. adviser | 36% | 0.57% | Lincoln Financial Investments Corporation |
| 5 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 35% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 6 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX diff. adviser | 34% | 0.75% | Voya Investments, LLC |
| 7 | Mid Cap Growth Portfolio diff. adviser | 33% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 8 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 33% | 0.02% | Carillon Tower Advisers, Inc. |
| 9 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX diff. adviser | 33% | 0.83% | Voya Investments, LLC |
| 10 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund diff. adviser | 32% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 11 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 31% | 0.94% | Victory Capital Management Inc. |
| 12 | Fidelity Mid Cap Growth Index Fund · FMDGX cheaper diff. adviser | 31% | 0.05% | Fidelity Management & Research Company LLC |
| 13 | The MidCap Growth Fund · CFAGX diff. adviser | 31% | 0.78% | Commerce Investment Advisors, Inc. |
| 14 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO · IRGJX, IRGUX, IRGVX cheaper diff. adviser | 31% | 0.40% | Voya Investments, LLC |
| 15 | iShares Russell Mid-Cap Growth ETF · IWP cheaper diff. adviser | 31% | 0.23% | BlackRock Fund Advisors |
| 16 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 30% | 0.72% | Lincoln Financial Investments Corporation |
| 17 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 30% | 0.86% | Kornitzer Capital Management, Inc. |
| 18 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 30% | 0.77% | Voya Investments, LLC |
| 19 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX cheaper diff. adviser | 30% | 0.67% | T. Rowe Price Associates, Inc. |
| 20 | Virtus Silvant Mid-Cap Growth Fund · RMDAX, RMDCX, DRMCX, RMDZX cheaper diff. adviser | 30% | 0.67% | Virtus Investment Advisers, LLC |
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