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 | 50% | 0.93% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX cheaper | 50% | 0.81% | Janus Henderson Investors US LLC |
| 3 | Penn Series Mid Cap Value Fund cheaper diff. adviser | 43% | 0.83% | Penn Mutual Asset Management, LLC |
| 4 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX | 40% | 0.98% | Janus Henderson Investors US LLC |
| 5 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX cheaper diff. adviser | 17% | 0.90% | Tributary Capital Management, LLC |
| 6 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 14% | 0.81% | Boston Management and Research |
| 7 | Saratoga Mid Capitalization Portfolio · SMIPX, SPMCX, SPMAX diff. adviser | 13% | 2.22% | Saratoga Capital Management, LLC |
| 8 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 13% | 0.54% | Victory Capital Management Inc. |
| 9 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 13% | 0.82% | Columbia Management Investment Advisers, LLC |
| 10 | Hunter Small Cap Value Fund · HSCVX diff. adviser | 12% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 11 | NVIT Victory Mid Cap Value Fund cheaper diff. adviser | 12% | 0.87% | Nationwide Fund Advisors |
| 12 | Guardian Small-Mid Cap Core VIP Fund diff. adviser | 12% | 1.01% | Park Avenue Institutional Advisers LLC |
| 13 | Allspring Common Stock Fund · SCSAX, STSAX, SCSDX, SCNSX, SCSRX cheaper diff. adviser | 12% | 0.84% | Allspring Funds Management, LLC |
| 14 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX cheaper diff. adviser | 12% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 15 | MFS Active Mid Cap ETF · MMID cheaper | 11% | 0.59% | — |
| 16 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 11% | 1.12% | Royce Investment Partners |
| 17 | Heartland Value Plus Fund · HRVIX, HNVIX diff. adviser | 11% | 0.94% | Heartland Advisors |
| 18 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 11% | 0.60% | Brighthouse Investment Advisers, LLC |
| 19 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX cheaper diff. adviser | 11% | 0.85% | Natixis Advisors, LLC |
| 20 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX cheaper diff. adviser | 11% | 0.81% | Sterling Capital Management LLC |
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