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 | Brighthouse/Artisan Mid Cap Value Portfolio cheaper diff. adviser | 84% | 0.77% | Brighthouse Investment Advisers, LLC |
| 2 | Artisan Value Income Fund · APDWX, APHWX, APFWX | 40% | 1.05% | Artisan Partners Limited Partnership |
| 3 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 17% | 0.76% | Transamerica Asset Management, Inc. |
| 4 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX cheaper diff. adviser | 17% | 0.75% | Transamerica Asset Management, Inc. |
| 5 | Keeley Gabelli Mid Cap Dividend Fund · KMDVX, KMDIX cheaper diff. adviser | 14% | 0.95% | Gabelli Funds, LLC |
| 6 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 13% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 7 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 13% | 0.73% | Lincoln Financial Investments Corporation |
| 8 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX cheaper diff. adviser | 13% | 0.85% | Voya Investments, LLC |
| 9 | Mid Cap Fund cheaper diff. adviser | 12% | 0.92% | Madison Asset Management, LLC |
| 10 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 12% | 0.72% | Madison Asset Management, LLC |
| 11 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 12% | 0.59% | Harris Associates L.P. |
| 12 | MFS Active Mid Cap ETF · MMID cheaper | 11% | 0.59% | — |
| 13 | Franklin U.S. Mid Cap Multifactor Index ETF · FLQM cheaper diff. adviser | 11% | 0.30% | Franklin Advisory Services, LLC |
| 14 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 11% | 0.82% | Columbia Management Investment Advisers, LLC |
| 15 | Invesco Bloomberg Pricing Power ETF · POWA cheaper diff. adviser | 11% | 0.40% | Invesco Capital Management LLC |
| 16 | NVIT Victory Mid Cap Value Fund cheaper diff. adviser | 11% | 0.87% | Nationwide Fund Advisors |
| 17 | Transamerica Small/Mid Cap Value VP cheaper diff. adviser | 11% | 0.81% | Transamerica Asset Management, Inc. |
| 18 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 10% | 0.77% | Lincoln Financial Investments Corporation |
| 19 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX cheaper diff. adviser | 10% | 0.73% | Natixis Advisors, LLC |
| 20 | Guardian Mid Cap Relative Value VIP Fund diff. adviser | 10% | 1.09% | Park Avenue Institutional Advisers LLC |
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