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 | Nuveen ESG Mid-Cap Value ETF · NUMV cheaper diff. adviser | 21% | 0.31% | Nuveen Fund Advisors, LLC |
| 2 | Columbia Research Enhanced Mid Cap ETF · REMC cheaper | 18% | 0.32% | — |
| 3 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 17% | 0.64% | Principal Global Investors, LLC |
| 4 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 17% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 5 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 17% | 0.85% | Voya Investments, LLC |
| 6 | LVIP JPMorgan Mid Cap Value Fund diff. adviser | 17% | 0.73% | Lincoln Financial Investments Corporation |
| 7 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 17% | 0.44% | Innealta Capital, LLC |
| 8 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper diff. adviser | 17% | 0.58% | First Trust Advisors L.P. |
| 9 | Heartland Mid Cap Value Fund · HNMDX, HRMDX diff. adviser | 17% | 0.85% | Heartland Advisors |
| 10 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX | 16% | 0.74% | — |
| 11 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 16% | 0.07% | Voya Investments, LLC |
| 12 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 16% | 0.41% | John Hancock Investment Management LLC |
| 13 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 16% | 0.15% | Voya Investments, LLC |
| 14 | Avantis U.S. Mid Cap Value ETF · AVMV cheaper | 16% | 0.20% | — |
| 15 | MFS Blended Research Mid Cap Equity Fund · BMSFX, BMSBX, BMSDX, BMSLX, BMSRX, BMSSX, BMSTX, BMSVX, BMSYX cheaper diff. adviser | 16% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 17 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 16% | 0.18% | — |
| 18 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 16% | 0.54% | Victory Capital Management Inc. |
| 19 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 20 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
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