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 | 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. |
| 2 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 17% | 0.85% | Voya Investments, LLC |
| 3 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 17% | 0.73% | Lincoln Financial Investments Corporation |
| 4 | Boston Trust Midcap Fund · BTMFX diff. adviser | 17% | 0.98% | Boston Trust Walden Inc. |
| 5 | Invesco Zacks Mid-Cap ETF · CZA cheaper diff. adviser | 17% | 0.69% | Invesco Capital Management LLC |
| 6 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 7 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 16% | 0.05% | The Vanguard Group, Inc. |
| 8 | DEAN EQUITY INCOME FUND · DAEIX cheaper diff. adviser | 15% | 0.70% | Dean Investment Associates, LLC |
| 9 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 15% | 0.52% | Timothy Partners Ltd. |
| 10 | JPMorgan Mid Cap Equity Fund · VSNGX, JCMAX, JMCCX, JMCEX, JMEEX, JPPEX cheaper diff. adviser | 14% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 11 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 14% | 0.77% | Lincoln Financial Investments Corporation |
| 12 | Mid Cap Value Fund · ACMVX, ACLAX, AVUAX, AMVRX, ACCLX, AMDVX, AMVGX, AMVYX, ACIPX cheaper diff. adviser | 14% | 0.00% | American Century Investment Management, Inc. |
| 13 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 14% | 1.00% | Boston Trust Walden Inc. |
| 14 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 13% | 0.84% | — |
| 15 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 13% | 0.54% | Victory Capital Management Inc. |
| 16 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 13% | 0.07% | Voya Investments, LLC |
| 17 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 13% | 0.52% | Timothy Partners Ltd. |
| 18 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 13% | 0.15% | Voya Investments, LLC |
| 19 | Mid Cap Value Portfolio cheaper diff. adviser | 13% | 0.72% | Mason Street Advisors, LLC |
| 20 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 13% | 0.64% | Principal Global Investors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.