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 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX | 43% | 0.70% | Franklin Mutual Advisers, LLC |
| 2 | Franklin Mutual Shares VIP Fund | 42% | 0.69% | Franklin Mutual Advisers, LLC |
| 3 | Franklin Mutual Small-Mid Cap Value Fund · FVRMX, FRMCX, FMCVX | 31% | 0.88% | Franklin Mutual Advisers, LLC |
| 4 | Franklin Mutual Quest Fund · TEQIX, TEMQX, MQIFX, FMQSX, FMQRX | 30% | 0.72% | Franklin Mutual Advisers, LLC |
| 5 | Franklin Mutual Beacon Fund · TEBIX, TEMEX, BEGRX, FMBRX | 21% | 0.72% | Franklin Mutual Advisers, LLC |
| 6 | William Blair Mid Cap Value Fund · WVMIX, WVMRX diff. adviser | 15% | 0.70% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 7 | Franklin Mutual Global Discovery Fund · TEDIX, TEDSX, MDISX, TEDRX, FMDRX | 15% | 0.88% | Franklin Mutual Advisers, LLC |
| 8 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX diff. adviser | 15% | 0.61% | Voya Investments, LLC |
| 9 | Franklin Mutual Global Discovery VIP Fund | 15% | 0.91% | Franklin Mutual Advisers, LLC |
| 10 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX diff. adviser | 14% | 0.78% | Macquarie Investment Management Business Trust |
| 11 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 14% | 0.42% | Lincoln Financial Investments Corporation |
| 12 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 14% | 0.05% | The Vanguard Group, Inc. |
| 13 | Victory Pioneer Mid Cap Value Fund · PCGRX, PCCGX, PMCKX, PYCGX diff. adviser | 14% | 0.82% | Victory Capital Management Inc. |
| 14 | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. · LEIFX, LEICX, LFEIX, LEISX, FDERX diff. adviser | 14% | 0.89% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 15 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 14% | 0.06% | BlackRock Fund Advisors |
| 16 | The Gabelli Dividend Growth Fund · GBCIX, GBCAX, GABBX, GBCCX diff. adviser | 13% | 1.00% | Gabelli Funds, LLC |
| 17 | DEAN MID CAP VALUE · DALCX diff. adviser | 13% | 0.85% | Dean Investment Associates, LLC |
| 18 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX diff. adviser | 13% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX diff. adviser | 13% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Victory Pioneer Mid Cap Value VCT Portfolio diff. adviser | 13% | 0.76% | Victory Capital Management Inc. |
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