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 | Undiscovered Managers Behavioral Value Fund · UBVLX, UBVAX, UBVCX, UBVSX, UBVRX, UBVFX, UBVTX, UBVUX, UBVVX | 27% | 0.80% | J.P. Morgan Investment Management, Inc. |
| 2 | Pzena Mid Cap Value Fund · PZVMX, PZIMX | 16% | 0.90% | Pzena Investment Management, LLC |
| 3 | VANGUARD SELECTED VALUE FUND · VASVX cheaper | 14% | 0.34% | Pzena Investment Management, LLC, Cooke & Bieler, LP, Wellington Management Company LLP |
| 4 | Transamerica TSW Mid Cap Value Opportunities VP | 13% | 0.76% | Transamerica Asset Management, Inc. |
| 5 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX | 12% | 0.75% | Transamerica Asset Management, Inc. |
| 6 | Point Bridge America First ETF · MAGA | 12% | 0.72% | Point Bridge Capital, LLC |
| 7 | Clarkston Founders Fund · CIMDX, CFMDX | 12% | 0.80% | Clarkston Capital Partners, LLC |
| 8 | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY · FTSFX, FTSAX, FTSIX, FTWCX | 12% | 0.83% | — |
| 9 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX | 12% | 0.90% | Reinhart Partners LLC |
| 10 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper | 11% | 0.58% | First Trust Advisors L.P. |
| 11 | Invesco S&P 500 Pure Value ETF · RPV cheaper | 10% | 0.35% | Invesco Capital Management LLC |
| 12 | JNL/MFS Mid Cap Value Fund cheaper | 10% | 0.65% | Jackson National Asset Management, LLC |
| 13 | MFS Mid Cap Value Fund · MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX cheaper | 10% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Mid Cap Value Portfolio | 10% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Janus Henderson Mid Cap Value Portfolio · JAMVX | 10% | 0.93% | Janus Henderson Investors US LLC |
| 16 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX | 10% | 0.81% | Janus Henderson Investors US LLC |
| 17 | Timothy Plan US Large/Mid Cap Core ETF · TPLC cheaper | 10% | 0.52% | Timothy Partners Ltd. |
| 18 | Prospector Opportunity Fund · POPFX | 10% | 1.16% | Prospector Partners Asset Management, LLC |
| 19 | Transamerica Small/Mid Cap Value VP | 10% | 0.81% | Transamerica Asset Management, Inc. |
| 20 | ALPS Sector Dividend Dogs ETF · SDOG cheaper | 9% | 0.36% | ALPS Advisors, Inc. |
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