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 | Mid-Cap Value Portfolio diff. adviser | 90% | 0.74% | Pacific Life Fund Advisors LLC |
| 2 | Mid Cap Value Fund · VVMCX diff. adviser | 53% | 0.83% | The Variable Annuity Life Insurance Company |
| 3 | Column Mid Cap Select Fund · CFMSX cheaper | 38% | 0.52% | — |
| 4 | Column Mid Cap Fund · CFMCX cheaper | 31% | 0.49% | — |
| 5 | Boston Partners Long/Short Research Fund · BPRRX, BPIRX diff. adviser | 31% | 1.84% | Boston Partners Global Investors, Inc. |
| 6 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 30% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX diff. adviser | 25% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 8 | Disciplined Value Fund · JVLAX, JVLCX, JVLIX, JDVFX, JDVVX, JDVNX, JDVWX, JDVPX cheaper | 24% | 0.60% | John Hancock Investment Management LLC |
| 9 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 23% | 0.07% | Voya Investments, LLC |
| 10 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 23% | 0.15% | Voya Investments, LLC |
| 11 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 23% | 0.20% | SSGA Funds Management, Inc. |
| 12 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 23% | 0.64% | Principal Global Investors, LLC |
| 13 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX | 22% | 0.74% | — |
| 14 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund diff. adviser | 21% | 0.77% | Lincoln Financial Investments Corporation |
| 15 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 21% | 0.05% | The Vanguard Group, Inc. |
| 16 | JPMorgan Mid Cap Equity Fund · VSNGX, JCMAX, JMCCX, JMCEX, JMEEX, JPPEX cheaper diff. adviser | 21% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 17 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 21% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 18 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 21% | 0.73% | Lincoln Financial Investments Corporation |
| 19 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 21% | 0.85% | Voya Investments, LLC |
| 20 | Timothy Plan US Large/Mid Cap Core ETF · TPLC cheaper diff. adviser | 20% | 0.52% | Timothy Partners Ltd. |
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