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 | Reinhart Genesis PMV Fund · RPMAX, RPMFX | 20% | 0.95% | Reinhart Partners LLC |
| 2 | DEAN MID CAP VALUE · DALCX cheaper diff. adviser | 16% | 0.85% | Dean Investment Associates, LLC |
| 3 | iShares Large Cap Value Active ETF cheaper diff. adviser | 14% | 0.46% | BlackRock Fund Advisors |
| 4 | AMG River Road Mid Cap Value Fund · CHTTX, ABMIX, ABIZX cheaper diff. adviser | 14% | 0.76% | AMG Funds LLC |
| 5 | Sovereign's Capital Flourish Fund · SOVF cheaper diff. adviser | 13% | 0.75% | Sovereign's Capital Management, LLC |
| 6 | BlackRock Large Cap Focus Value Fund, Inc. cheaper diff. adviser | 13% | 0.48% | BlackRock Advisors, LLC |
| 7 | BlackRock Basic Value V.I. Fund cheaper diff. adviser | 12% | 0.72% | BlackRock Advisors, LLC |
| 8 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX cheaper diff. adviser | 12% | 0.75% | Transamerica Asset Management, Inc. |
| 9 | BlackRock Equity Dividend Fund cheaper diff. adviser | 12% | 0.59% | BlackRock Advisors, LLC |
| 10 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 12% | 0.76% | Transamerica Asset Management, Inc. |
| 11 | FULLERTHALER BEHAVIORAL MID-CAP VALUE · FTVNX, FTVSX, FTVZX, FTVAX, FTVCX cheaper | 12% | 0.72% | — |
| 12 | Mid Cap Stock Portfolio diff. adviser | 12% | 1.14% | Lord, Abbett & Co. LLC |
| 13 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper diff. adviser | 12% | 0.67% | Lord, Abbett & Co. LLC |
| 14 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 11% | 1.00% | Boston Trust Walden Inc. |
| 15 | FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY · FTZIX, FTZFX, FTZAX, FTZCX cheaper | 11% | 0.89% | — |
| 16 | DAVENPORT INSIDER BUYING FUND diff. adviser | 11% | 1.01% | Davenport & Company LLC |
| 17 | WESTWOOD QUALITY MIDCAP FUND · WWMCX cheaper diff. adviser | 11% | 0.69% | Westwood Management Corp. |
| 18 | BlackRock Mid-Cap Value Fund cheaper diff. adviser | 10% | 0.70% | BlackRock Advisors, LLC |
| 19 | Empiric Fund · EMCAX, EMCCX diff. adviser | 10% | 2.24% | Empiric Advisors, Inc. |
| 20 | Amplify Cash Flow Dividend Leaders ETF cheaper | 10% | 0.19% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.