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 | Janus Henderson Mid Cap Value Portfolio · JAMVX | 99% | 0.93% | Janus Henderson Investors US LLC |
| 2 | Penn Series Mid Cap Value Fund diff. adviser | 91% | 0.83% | Penn Mutual Asset Management, LLC |
| 3 | Janus Henderson Small-Mid Cap Value Fund · JVSAX, JVSCX, JSVDX, JVSIX, JSVSX, JSVTX, JVSNX | 50% | 0.91% | Janus Henderson Investors US LLC |
| 4 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 22% | 0.54% | Victory Capital Management Inc. |
| 5 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 22% | 0.82% | Columbia Management Investment Advisers, LLC |
| 6 | NVIT Victory Mid Cap Value Fund diff. adviser | 21% | 0.87% | Nationwide Fund Advisors |
| 7 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 20% | 0.07% | Voya Investments, LLC |
| 8 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 20% | 0.60% | Brighthouse Investment Advisers, LLC |
| 9 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 20% | 0.64% | Principal Global Investors, LLC |
| 10 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 20% | 0.15% | Voya Investments, LLC |
| 11 | MOA MID CAP VALUE FUND cheaper diff. adviser | 20% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 12 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX | 19% | 0.98% | Janus Henderson Investors US LLC |
| 13 | Guardian Mid Cap Relative Value VIP Fund diff. adviser | 15% | 1.09% | Park Avenue Institutional Advisers LLC |
| 14 | Allspring Special Mid Cap Value Fund · WFMDX, WFMIX, WFPAX, WFPCX, WFPRX cheaper diff. adviser | 15% | 0.70% | Allspring Funds Management, LLC |
| 15 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 15% | 0.90% | Tributary Capital Management, LLC |
| 16 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 15% | 0.60% | Victory Capital Management Inc. |
| 17 | Allspring Mid Cap Value Portfolio cheaper diff. adviser | 15% | 0.74% | Brighthouse Investment Advisers, LLC |
| 18 | Victory RS Value Fund · RSVAX, RVACX, RSVYX diff. adviser | 15% | 1.06% | Victory Capital Management Inc. |
| 19 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 15% | 0.84% | — |
| 20 | Goldman Sachs Mid Cap Value Fund · GSMCX, GSMSX, GCMAX, GCMCX, GCMTX, GCMRX, GCMUX, GMPPX diff. adviser | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
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