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 | Penn Series Mid Core Value Fund diff. adviser | 68% | 1.04% | Penn Mutual Asset Management, LLC |
| 2 | Mid Cap Value Portfolio cheaper diff. adviser | 67% | 0.72% | Mason Street Advisors, LLC |
| 3 | MML VIP American Century Mid Cap Value Fund diff. adviser | 67% | 0.89% | MML Investment Advisers, LLC |
| 4 | LVIP American Century Mid Cap Value Fund cheaper diff. adviser | 67% | 0.76% | Lincoln Financial Investments Corporation |
| 5 | EQ/American Century Mid Cap Value Portfolio cheaper diff. adviser | 67% | 0.75% | Equitable Investment Management Group, LLC |
| 6 | LVIP American Century Select Mid Cap Managed Volatility Fund cheaper diff. adviser | 67% | 0.81% | Lincoln Financial Investments Corporation |
| 7 | Mid Cap Value Fund · ACMVX, ACLAX, AVUAX, AMVRX, ACCLX, AMDVX, AMVGX, AMVYX, ACIPX cheaper diff. adviser | 63% | 0.00% | American Century Investment Management, Inc. |
| 8 | LVIP American Century Value Fund cheaper diff. adviser | 37% | 0.61% | Lincoln Financial Investments Corporation |
| 9 | Value Fund · TWVLX, TWADX, AVLIX, ACLCX, AVURX, AVUDX, AVUYX, AVUGX cheaper diff. adviser | 35% | 0.60% | American Century Investment Management, Inc. |
| 10 | LVIP American Century Large Company Value Fund cheaper diff. adviser | 34% | 0.60% | Lincoln Financial Investments Corporation |
| 11 | MML VIP American Century Small Company Value Fund diff. adviser | 31% | 0.99% | MML Investment Advisers, LLC |
| 12 | Small Cap Value Fund · ASVIX, ACSCX, ACVIX, ASVNX, ASVRX, ASVDX, ASVGX, ASVYX, ASVHX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
| 13 | Column Mid Cap Fund · CFMCX cheaper | 25% | 0.49% | — |
| 14 | Equity Income Fund · TWEIX, TWEAX, ACIIX, AEYIX, AEURX, AEUDX, AEIYX, AEIUX, AEIMX cheaper diff. adviser | 24% | 0.01% | American Century Investment Management, Inc. |
| 15 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 23% | 0.85% | SunAmerica Asset Management, LLC |
| 16 | Large Company Value Portfolio cheaper diff. adviser | 21% | 0.75% | Mason Street Advisors, LLC |
| 17 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 20% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 18 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 20% | 0.06% | BlackRock Fund Advisors |
| 19 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 20% | 0.05% | The Vanguard Group, Inc. |
| 20 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX cheaper diff. adviser | 20% | 0.01% | American Century Investment Management, Inc. |
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