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 | Growth and Income Portfolio | 93% | 0.93% | Lord, Abbett & Co. LLC |
| 2 | Fundamental Equity Portfolio | 83% | 1.08% | Lord, Abbett & Co. LLC |
| 3 | Lord Abbett Focused Large Cap Value Fund · LCFLX, LFFLX, LOFLX, LIFLX, LAFLX, LQFLX, LSFLX, LFLTX, LVFLX | 58% | 0.63% | Lord, Abbett & Co. LLC |
| 4 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX | 51% | 0.67% | Lord, Abbett & Co. LLC |
| 5 | Mid Cap Stock Portfolio | 50% | 1.14% | Lord, Abbett & Co. LLC |
| 6 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper | 41% | 0.39% | Lord, Abbett & Co. LLC |
| 7 | Dividend Growth Portfolio | 28% | 0.99% | Lord, Abbett & Co. LLC |
| 8 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper | 27% | 0.59% | Lord, Abbett & Co. LLC |
| 9 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 24% | 1.05% | Fidelity Management & Research Company LLC |
| 10 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 24% | 0.92% | Macquarie Investment Management Business Trust |
| 11 | LVIP MFS Value Fund cheaper diff. adviser | 24% | 0.61% | Lincoln Financial Investments Corporation |
| 12 | MFS Value Series diff. adviser | 24% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | MFS Value Portfolio cheaper diff. adviser | 24% | 0.58% | Brighthouse Investment Advisers, LLC |
| 14 | MFS Value Fund · MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX cheaper diff. adviser | 24% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Guardian Large Cap Disciplined Value VIP Fund diff. adviser | 24% | 0.97% | Park Avenue Institutional Advisers LLC |
| 16 | Tax-Managed Value Portfolio diff. adviser | 24% | — | Boston Management and Research |
| 17 | MFS Active Value ETF · MFSV cheaper diff. adviser | 23% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 23% | 0.47% | Invesco Advisers, Inc. |
| 19 | JNL/Invesco Diversified Dividend Fund diff. adviser | 23% | 0.68% | Jackson National Asset Management, LLC |
| 20 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 22% | 0.45% | Principal Global Investors, LLC |
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