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 | Victory Pioneer Mid Cap Value VCT Portfolio cheaper | 92% | 0.76% | Victory Capital Management Inc. |
| 2 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX cheaper | 22% | 0.68% | Victory Capital Management Inc. |
| 3 | Nuveen ESG Mid-Cap Value ETF · NUMV cheaper diff. adviser | 22% | 0.31% | Nuveen Fund Advisors, LLC |
| 4 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 22% | 0.05% | The Vanguard Group, Inc. |
| 5 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper | 21% | 0.57% | Victory Capital Management Inc. |
| 6 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper | 21% | 0.45% | Victory Capital Management Inc. |
| 7 | Victory Pioneer Equity Income VCT Portfolio cheaper | 20% | 0.79% | Victory Capital Management Inc. |
| 8 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 19% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 9 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 19% | 0.85% | Voya Investments, LLC |
| 10 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 19% | 0.73% | Lincoln Financial Investments Corporation |
| 11 | DEAN MID CAP VALUE · DALCX diff. adviser | 18% | 0.85% | Dean Investment Associates, LLC |
| 12 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 17% | 0.06% | BlackRock Fund Advisors |
| 13 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 17% | 0.55% | OShaughnessy Asset Management LLC |
| 14 | JPMorgan Fundamental Data Science Mid Core ETF · MCDS cheaper diff. adviser | 17% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 15 | Invesco KBW Bank ETF · KBWB cheaper diff. adviser | 17% | 0.35% | Invesco Capital Management LLC |
| 16 | Centre American Select Equity Fund · DHANX, DHAMX diff. adviser | 16% | 0.88% | HORIZON INVESTMENTS LLC. |
| 17 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper diff. adviser | 16% | 0.58% | First Trust Advisors L.P. |
| 18 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX cheaper diff. adviser | 16% | 0.77% | Harbor Capital Advisors, Inc. |
| 19 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 16% | 0.77% | Lincoln Financial Investments Corporation |
| 20 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper diff. adviser | 15% | 0.39% | Invesco Capital Management LLC |
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