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 | 97% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 2 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 96% | 0.73% | Lincoln Financial Investments Corporation |
| 3 | JPMorgan Mid Cap Equity Fund · VSNGX, JCMAX, JMCCX, JMCEX, JMEEX, JPPEX cheaper diff. adviser | 71% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 4 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 69% | 0.77% | Lincoln Financial Investments Corporation |
| 5 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 38% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 6 | Value Advantage Portfolio cheaper diff. adviser | 26% | 0.67% | Pacific Life Fund Advisors LLC |
| 7 | JPMorgan Value Advantage Fund · JVASX, JVAIX, JVAAX, JVACX, JVAPX, JVAQX, JVARX, JVAYX, JGAQX cheaper diff. adviser | 25% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 25% | 0.05% | The Vanguard Group, Inc. |
| 9 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX cheaper diff. adviser | 24% | 0.78% | Macquarie Investment Management Business Trust |
| 10 | Voya VACS Series MCV Fund · VVJEX cheaper | 23% | 0.15% | Voya Investments, LLC |
| 11 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 23% | 0.42% | Lincoln Financial Investments Corporation |
| 12 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper | 23% | 0.07% | Voya Investments, LLC |
| 13 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 22% | 0.60% | Victory Capital Management Inc. |
| 14 | Mid-Cap Value Portfolio cheaper diff. adviser | 21% | 0.74% | Pacific Life Fund Advisors LLC |
| 15 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper diff. adviser | 21% | 0.44% | Innealta Capital, LLC |
| 16 | Goldman Sachs Mid Cap Value Fund · GSMCX, GSMSX, GCMAX, GCMCX, GCMTX, GCMRX, GCMUX, GMPPX cheaper diff. adviser | 21% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 17 | MFS Mid Cap Value Fund · MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX cheaper diff. adviser | 21% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX cheaper diff. adviser | 21% | 0.74% | John Hancock Investment Management LLC |
| 19 | JNL/MFS Mid Cap Value Fund cheaper diff. adviser | 21% | 0.65% | Jackson National Asset Management, LLC |
| 20 | MFS Mid Cap Value Portfolio cheaper diff. adviser | 20% | 0.79% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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