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 | Harbor Mid Cap Core ETF · EPMB | 100% | 0.88% | Harbor Capital Advisors, Inc. |
| 2 | Harbor Mid Cap Value ETF · EPMV | 48% | 0.88% | Harbor Capital Advisors, Inc. |
| 3 | Column Mid Cap Select Fund · CFMSX cheaper | 45% | 0.52% | — |
| 4 | Harbor SMID Cap Core ETF · EPSB | 42% | 0.88% | Harbor Capital Advisors, Inc. |
| 5 | Column Mid Cap Fund · CFMCX cheaper | 27% | 0.49% | — |
| 6 | Harbor SMID Cap Value ETF · EPSV | 22% | 0.88% | Harbor Capital Advisors, Inc. |
| 7 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 20% | 0.84% | — |
| 8 | Harbor AI Inflection Strategy ETF · EPAI | 20% | 0.88% | — |
| 9 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 17% | 0.73% | — |
| 10 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX cheaper diff. adviser | 17% | 0.78% | Macquarie Investment Management Business Trust |
| 11 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 16% | 0.42% | Lincoln Financial Investments Corporation |
| 12 | Mid Cap Stock Portfolio diff. adviser | 16% | 1.14% | Lord, Abbett & Co. LLC |
| 13 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper diff. adviser | 16% | 0.67% | Lord, Abbett & Co. LLC |
| 14 | NYLI VP Schroders Mid Cap Opportunities Portfolio diff. adviser | 16% | 0.83% | New York Life Investment Management LLC |
| 15 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX diff. adviser | 16% | 0.80% | Hartford Funds Management Company, LLC |
| 16 | DEAN MID CAP VALUE · DALCX diff. adviser | 15% | 0.85% | Dean Investment Associates, LLC |
| 17 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 15% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 18 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 15% | 0.85% | Voya Investments, LLC |
| 19 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 15% | 0.73% | Lincoln Financial Investments Corporation |
| 20 | Growth and Income Portfolio diff. adviser | 15% | 0.93% | Lord, Abbett & Co. LLC |
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