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 Stock Portfolio | 100% | 1.14% | Lord, Abbett & Co. LLC |
| 2 | Fundamental Equity Portfolio | 61% | 1.08% | Lord, Abbett & Co. LLC |
| 3 | Growth and Income Portfolio | 52% | 0.93% | Lord, Abbett & Co. LLC |
| 4 | Lord Abbett Fundamental Equity Fund · LDFVX, GILAX, LAVPX, LAVYX, LAVFX, LAVQX, LAVRX, LAVSX, LAVTX, LAVVX, LDFOX cheaper | 51% | 0.63% | Lord, Abbett & Co. LLC |
| 5 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX | 50% | 0.84% | Lord, Abbett & Co. LLC |
| 6 | Lord Abbett Focused Large Cap Value Fund · LCFLX, LFFLX, LOFLX, LIFLX, LAFLX, LQFLX, LSFLX, LFLTX, LVFLX cheaper | 32% | 0.63% | Lord, Abbett & Co. LLC |
| 7 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX | 19% | 0.99% | Lord, Abbett & Co. LLC |
| 8 | Mid-Cap Value Portfolio diff. adviser | 18% | 0.74% | Pacific Life Fund Advisors LLC |
| 9 | Column Mid Cap Select Fund · CFMSX cheaper | 18% | 0.52% | — |
| 10 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX | 18% | 0.89% | Lord, Abbett & Co. LLC |
| 11 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX | 18% | 0.73% | — |
| 12 | MOA MID CAP VALUE FUND diff. adviser | 17% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | William Blair Mid Cap Value Fund · WVMIX, WVMRX diff. adviser | 17% | 0.70% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | Harbor Mid Cap Fund · HMCDX, HMCNX, HMCRX, HMCLX diff. adviser | 16% | 0.80% | Harbor Capital Advisors, Inc. |
| 15 | Harbor Mid Cap Core ETF · EPMB diff. adviser | 16% | 0.88% | Harbor Capital Advisors, Inc. |
| 16 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 16% | 0.54% | Victory Capital Management Inc. |
| 17 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX diff. adviser | 16% | 0.78% | Macquarie Investment Management Business Trust |
| 18 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 16% | 0.42% | Lincoln Financial Investments Corporation |
| 19 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 16% | 0.82% | Columbia Management Investment Advisers, LLC |
| 20 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX diff. adviser | 16% | 0.74% | John Hancock Investment Management LLC |
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