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 | Columbia Variable Portfolio - Select Mid Cap Value Fund | 95% | 0.82% | Columbia Management Investment Advisers, LLC |
| 2 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX diff. adviser | 15% | 0.78% | Macquarie Investment Management Business Trust |
| 3 | TCW Relative Value Mid Cap Fund · TGVOX, TGVNX diff. adviser | 15% | 0.85% | TCW Investment Management Company LLC |
| 4 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 15% | 0.42% | Lincoln Financial Investments Corporation |
| 5 | First Trust Dorsey Wright Momentum & Dividend ETF · DDIV cheaper | 15% | 0.60% | — |
| 6 | Columbia Select Large Cap Value Fund · SLVAX, SVLCX, SLVRX, SLVIX, CSVZX, CSRYX, CSVGX cheaper | 15% | 0.48% | Columbia Management Investment Advisers, LLC |
| 7 | Columbia Variable Portfolio - Select Large Cap Value Fund cheaper | 14% | 0.69% | Columbia Management Investment Advisers, LLC |
| 8 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX cheaper | 14% | 0.65% | Columbia Management Investment Advisers, LLC |
| 9 | EQ/Goldman Sachs Mid Cap Value Portfolio diff. adviser | 14% | 0.84% | Equitable Investment Management Group, LLC |
| 10 | Goldman Sachs Variable Insurance Trust Mid Cap Value Fund diff. adviser | 14% | 0.82% | Goldman Sachs Asset Management, L.P. |
| 11 | SA Columbia Focused Value Portfolio cheaper diff. adviser | 14% | 0.73% | SunAmerica Asset Management, LLC |
| 12 | DEAN MID CAP VALUE · DALCX diff. adviser | 14% | 0.85% | Dean Investment Associates, LLC |
| 13 | AB Mid Cap Value Portfolio · ABMVX cheaper diff. adviser | 13% | 0.67% | AllianceBernstein L.P. |
| 14 | MOA MID CAP VALUE FUND cheaper diff. adviser | 13% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | Invesco Main Street Mid Cap Fund cheaper diff. adviser | 12% | 0.68% | Invesco Advisers, Inc. |
| 16 | VictoryShares US Value Momentum ETF · ULVM cheaper diff. adviser | 12% | 0.20% | Victory Capital Management Inc. |
| 17 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 12% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | THE HARTFORD MIDCAP VALUE FUND · HMVAX, HMVCX, HMVYX, HMVSX, HMVTX, HMVJX, HMVRX, HMVFX, HMVUX diff. adviser | 12% | 0.75% | Hartford Funds Management Company, LLC |
| 19 | Penn Series Mid Cap Value Fund diff. adviser | 12% | 0.83% | Penn Mutual Asset Management, LLC |
| 20 | Columbia Variable Portfolio - Select Small Cap Value Fund | 12% | 0.85% | Columbia Management Investment Advisers, LLC |
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