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 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper | 50% | 0.67% | Lord, Abbett & Co. LLC |
| 2 | Mid Cap Stock Portfolio | 50% | 1.14% | Lord, Abbett & Co. LLC |
| 3 | Fundamental Equity Portfolio | 32% | 1.08% | Lord, Abbett & Co. LLC |
| 4 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX | 28% | 0.89% | Lord, Abbett & Co. LLC |
| 5 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX | 28% | 0.99% | Lord, Abbett & Co. LLC |
| 6 | Growth and Income Portfolio | 23% | 0.93% | Lord, Abbett & Co. LLC |
| 7 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 22% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 8 | Lord Abbett Fundamental Equity Fund · LDFVX, GILAX, LAVPX, LAVYX, LAVFX, LAVQX, LAVRX, LAVSX, LAVTX, LAVVX, LDFOX cheaper | 22% | 0.63% | Lord, Abbett & Co. LLC |
| 9 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 19% | 0.78% | Principal Global Investors, LLC |
| 10 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 19% | 0.97% | HORIZON INVESTMENTS LLC. |
| 11 | JOHNSON OPPORTUNITY FUND · JOPPX diff. adviser | 19% | 0.90% | Johnson Investment Counsel, Inc. |
| 12 | MML Small/Mid Cap Value Fund cheaper diff. adviser | 17% | 0.83% | MML Investment Advisers, LLC |
| 13 | Penn Series SMID Cap Value Fund diff. adviser | 17% | 1.16% | Penn Mutual Asset Management, LLC |
| 14 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 17% | 0.48% | ALPS Advisors, Inc. |
| 15 | AB Discovery Value Portfolio cheaper diff. adviser | 17% | 0.81% | AllianceBernstein L.P. |
| 16 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 16% | 0.55% | Tidal Investments LLC |
| 17 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 16% | 1.12% | Royce Investment Partners |
| 18 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 16% | — | First Trust Advisors L.P. |
| 19 | Horizon Small/Mid Cap Core Equity ETF cheaper | 16% | 0.75% | — |
| 20 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD diff. adviser | 16% | 0.85% | First Trust Advisors L.P. |
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