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 Mid Cap Value Fund · TIMVX, TCMVX, TRVRX, TRVPX, TRVHX cheaper diff. adviser | 89% | 0.46% | Teachers Advisors, LLC |
| 2 | MOA MID CAP VALUE FUND cheaper diff. adviser | 23% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 3 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 21% | 0.60% | Victory Capital Management Inc. |
| 4 | NYLI VP Schroders Mid Cap Opportunities Portfolio diff. adviser | 20% | 0.83% | New York Life Investment Management LLC |
| 5 | DEAN MID CAP VALUE · DALCX diff. adviser | 19% | 0.85% | Dean Investment Associates, LLC |
| 6 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX diff. adviser | 19% | 0.80% | Hartford Funds Management Company, LLC |
| 7 | Invesco Main Street Mid Cap Fund cheaper diff. adviser | 17% | 0.68% | Invesco Advisers, Inc. |
| 8 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX diff. adviser | 17% | 0.78% | Principal Global Investors, LLC |
| 9 | 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. |
| 10 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 17% | 0.73% | Lincoln Financial Investments Corporation |
| 11 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 17% | 0.85% | Voya Investments, LLC |
| 12 | Invesco V.I. Main Street Mid Cap Fund diff. adviser | 16% | 0.94% | Invesco Advisers, Inc. |
| 13 | Nuveen Dividend Value Fund · FFEIX, FFECX, FAQIX, FFEFX cheaper | 16% | 0.61% | Nuveen Fund Advisors, LLC |
| 14 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 15% | 0.52% | Timothy Partners Ltd. |
| 15 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX diff. adviser | 15% | 0.78% | Macquarie Investment Management Business Trust |
| 16 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 15% | 0.42% | Lincoln Financial Investments Corporation |
| 17 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 15% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 18 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 15% | 0.65% | — |
| 19 | The MidCap Value Fund cheaper diff. adviser | 15% | 0.71% | Commerce Investment Advisors, Inc. |
| 20 | Neuberger Berman Mid Cap Intrinsic Value Fund · NBRVX, NBREX, NBRTX, NBRAX, NBRCX, NBRRX, NBMRX cheaper diff. adviser | 15% | 0.75% | Neuberger Berman Investment Advisers LLC |
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