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 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 23% | 0.84% | — |
| 2 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 22% | 0.54% | Victory Capital Management Inc. |
| 3 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 22% | 0.82% | Columbia Management Investment Advisers, LLC |
| 4 | NVIT Victory Mid Cap Value Fund diff. adviser | 21% | 0.87% | Nationwide Fund Advisors |
| 5 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX cheaper diff. adviser | 21% | 0.78% | Macquarie Investment Management Business Trust |
| 6 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 21% | 0.42% | Lincoln Financial Investments Corporation |
| 7 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 21% | 0.07% | Voya Investments, LLC |
| 8 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 21% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 9 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 20% | 0.15% | Voya Investments, LLC |
| 10 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 20% | 0.85% | Voya Investments, LLC |
| 11 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 20% | 0.73% | Lincoln Financial Investments Corporation |
| 12 | Nuveen Mid Cap Value Fund · TIMVX, TCMVX, TRVRX, TRVPX, TRVHX cheaper diff. adviser | 20% | 0.46% | Teachers Advisors, LLC |
| 13 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 19% | 0.60% | Brighthouse Investment Advisers, LLC |
| 14 | Nuveen Mid Cap Value Opportunities Fund · FASEX, FACSX, FSEIX, FMVQX cheaper diff. adviser | 19% | 0.76% | Nuveen Fund Advisors, LLC |
| 15 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 19% | 0.64% | Principal Global Investors, LLC |
| 16 | Victory Pioneer Mid Cap Value VCT Portfolio cheaper diff. adviser | 18% | 0.76% | Victory Capital Management Inc. |
| 17 | Victory Pioneer Mid Cap Value Fund · PCGRX, PCCGX, PMCKX, PYCGX cheaper diff. adviser | 18% | 0.82% | Victory Capital Management Inc. |
| 18 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 18% | 0.60% | Victory Capital Management Inc. |
| 19 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 18% | 0.73% | — |
| 20 | Victory RS Value Fund · RSVAX, RVACX, RSVYX diff. adviser | 17% | 1.06% | Victory Capital Management Inc. |
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