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 | AMG River Road Focused Absolute Value Fund · AFAVX, ARRFX, ARRZX | 39% | 0.78% | AMG Funds LLC |
| 2 | AMG River Road Large Cap Value Select Fund · FQUAX, MEQFX cheaper | 38% | 0.64% | AMG Funds LLC |
| 3 | JNL Multi-Manager Mid Cap Fund diff. adviser | 27% | 0.79% | Jackson National Asset Management, LLC |
| 4 | AMG River Road Small-Mid Cap Value Fund · ARSMX, ARIMX, ARSZX | 26% | 0.97% | AMG Funds LLC |
| 5 | AMG River Road Small Cap Value Fund · ARSVX, ARSIX, ARZMX | 15% | 1.00% | AMG Funds LLC |
| 6 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX diff. adviser | 14% | 0.90% | Reinhart Partners LLC |
| 7 | Mid Cap Stock Portfolio diff. adviser | 13% | 1.14% | Lord, Abbett & Co. LLC |
| 8 | AMG River Road Dividend All Cap Value Fund · ARDEX, ARIDX, ARZDX cheaper | 13% | 0.68% | AMG Funds LLC |
| 9 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper diff. adviser | 13% | 0.67% | Lord, Abbett & Co. LLC |
| 10 | AB Mid Cap Value Portfolio · ABMVX cheaper diff. adviser | 12% | 0.67% | AllianceBernstein L.P. |
| 11 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 12% | 0.84% | Lord, Abbett & Co. LLC |
| 12 | JNL Multi-Manager Small Cap Value Fund diff. adviser | 12% | 0.79% | Jackson National Asset Management, LLC |
| 13 | Amplify Cash Flow Dividend Leaders ETF cheaper | 11% | 0.19% | — |
| 14 | VELA SMALL-MID CAP FUND | 11% | 1.04% | — |
| 15 | First Trust Consumer Discretionary AlphaDEX Fund · FXD cheaper diff. adviser | 11% | 0.60% | First Trust Advisors L.P. |
| 16 | Amplify COWS Covered Call ETF cheaper | 10% | 0.65% | — |
| 17 | Artisan Mid Cap Value Fund · ARTQX, APHQX, APDQX diff. adviser | 10% | 0.96% | Artisan Partners Limited Partnership |
| 18 | FMI Common Stock Fund · FMIMX, FMIUX diff. adviser | 10% | 0.84% | Fiduciary Management, Inc. |
| 19 | Franklin Mutual Small-Mid Cap Value Fund · FVRMX, FRMCX, FMCVX diff. adviser | 10% | 0.88% | Franklin Mutual Advisers, LLC |
| 20 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX cheaper diff. adviser | 9% | 0.73% | Natixis Advisors, LLC |
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