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 | Mid Cap Value Portfolio diff. adviser | 93% | 0.72% | Mason Street Advisors, LLC |
| 2 | EQ/American Century Mid Cap Value Portfolio diff. adviser | 92% | 0.75% | Equitable Investment Management Group, LLC |
| 3 | Penn Series Mid Core Value Fund diff. adviser | 92% | 1.04% | Penn Mutual Asset Management, LLC |
| 4 | MML VIP American Century Mid Cap Value Fund diff. adviser | 92% | 0.89% | MML Investment Advisers, LLC |
| 5 | LVIP American Century Mid Cap Value Fund diff. adviser | 92% | 0.76% | Lincoln Financial Investments Corporation |
| 6 | LVIP American Century Select Mid Cap Managed Volatility Fund diff. adviser | 73% | 0.81% | Lincoln Financial Investments Corporation |
| 7 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO · IASAX, IACIX, IASSX, ISMSX diff. adviser | 63% | 0.85% | Voya Investments, LLC |
| 8 | Value Fund · TWVLX, TWADX, AVLIX, ACLCX, AVURX, AVUDX, AVUYX, AVUGX | 46% | 0.60% | American Century Investment Management, Inc. |
| 9 | LVIP American Century Value Fund diff. adviser | 44% | 0.61% | Lincoln Financial Investments Corporation |
| 10 | LVIP American Century Large Company Value Fund diff. adviser | 41% | 0.60% | Lincoln Financial Investments Corporation |
| 11 | Equity Income Fund · TWEIX, TWEAX, ACIIX, AEYIX, AEURX, AEUDX, AEIYX, AEIUX, AEIMX | 33% | 0.01% | American Century Investment Management, Inc. |
| 12 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX | 30% | 0.01% | American Century Investment Management, Inc. |
| 13 | American Century Focused Large Cap Value ETF · FLV | 28% | 0.42% | — |
| 14 | Large Company Value Portfolio diff. adviser | 27% | 0.75% | Mason Street Advisors, LLC |
| 15 | Column Mid Cap Fund · CFMCX | 24% | 0.49% | — |
| 16 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 24% | 0.85% | SunAmerica Asset Management, LLC |
| 17 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX diff. adviser | 23% | 0.05% | The Vanguard Group, Inc. |
| 18 | VALUE EQUITY FUND · GVEYX, GVEZX diff. adviser | 22% | 0.63% | GuideStone Capital Management, LLC |
| 19 | iShares Morningstar Mid-Cap Value ETF · IMCV diff. adviser | 21% | 0.06% | BlackRock Fund Advisors |
| 20 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 20% | 0.58% | First Trust Advisors L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.