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 | Goldman Sachs Variable Insurance Trust Mid Cap Value Fund cheaper | 70% | 0.82% | Goldman Sachs Asset Management, L.P. |
| 2 | EQ/Goldman Sachs Mid Cap Value Portfolio diff. adviser | 69% | 0.84% | Equitable Investment Management Group, LLC |
| 3 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX | 30% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 4 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund | 25% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 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 | 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. |
| 8 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 21% | 0.85% | Voya Investments, LLC |
| 9 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 21% | 0.73% | Lincoln Financial Investments Corporation |
| 10 | JPMorgan Mid Cap Equity Fund · VSNGX, JCMAX, JMCCX, JMCEX, JMEEX, JPPEX cheaper diff. adviser | 21% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 11 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 20% | 0.60% | Victory Capital Management Inc. |
| 12 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 20% | 0.05% | The Vanguard Group, Inc. |
| 13 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX cheaper | 20% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 14 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 19% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 19% | 0.77% | Lincoln Financial Investments Corporation |
| 16 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 19% | 0.23% | BlackRock Fund Advisors |
| 17 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 19% | 0.73% | PGIM INVESTMENTS LLC |
| 18 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 19% | 0.17% | The Vanguard Group, Inc. |
| 19 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 19% | 0.02% | The Vanguard Group, Inc. |
| 20 | JNL/MFS Mid Cap Value Fund cheaper diff. adviser | 18% | 0.65% | Jackson National Asset Management, LLC |
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