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 | SIMT Mid-Cap Fund · SEMCX, SIPIX, SFDYX cheaper | 26% | 0.74% | — |
| 2 | DEAN MID CAP VALUE · DALCX | 23% | 0.85% | Dean Investment Associates, LLC |
| 3 | Mid Cap Value Fund · ACMVX, ACLAX, AVUAX, AMVRX, ACCLX, AMDVX, AMVGX, AMVYX, ACIPX cheaper | 20% | 0.00% | American Century Investment Management, Inc. |
| 4 | Harbor Mid Cap Fund · HMCDX, HMCNX, HMCRX, HMCLX cheaper | 20% | 0.80% | Harbor Capital Advisors, Inc. |
| 5 | Harbor Mid Cap Core ETF · EPMB | 20% | 0.88% | Harbor Capital Advisors, Inc. |
| 6 | Mid-Cap Value Portfolio cheaper | 20% | 0.74% | Pacific Life Fund Advisors LLC |
| 7 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX cheaper | 20% | 0.74% | John Hancock Investment Management LLC |
| 8 | EQ/American Century Mid Cap Value Portfolio cheaper | 19% | 0.75% | Equitable Investment Management Group, LLC |
| 9 | Mid Cap Value Portfolio cheaper | 19% | 0.72% | Mason Street Advisors, LLC |
| 10 | Penn Series Mid Core Value Fund | 19% | 1.04% | Penn Mutual Asset Management, LLC |
| 11 | MML VIP American Century Mid Cap Value Fund | 19% | 0.89% | MML Investment Advisers, LLC |
| 12 | LVIP American Century Mid Cap Value Fund cheaper | 19% | 0.76% | Lincoln Financial Investments Corporation |
| 13 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX cheaper | 18% | 0.78% | Macquarie Investment Management Business Trust |
| 14 | LVIP Nomura Mid Cap Value Fund cheaper | 18% | 0.42% | Lincoln Financial Investments Corporation |
| 15 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper | 18% | 0.83% | New York Life Investment Management LLC |
| 16 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX cheaper | 17% | 0.80% | Hartford Funds Management Company, LLC |
| 17 | LVIP American Century Select Mid Cap Managed Volatility Fund cheaper | 17% | 0.81% | Lincoln Financial Investments Corporation |
| 18 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper | 17% | 0.60% | Victory Capital Management Inc. |
| 19 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper | 17% | 0.54% | Victory Capital Management Inc. |
| 20 | Column Mid Cap Select Fund · CFMSX cheaper | 17% | 0.52% | — |
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