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 | THRIVENT MID CAP VALUE PORTFOLIO | 96% | 0.89% | Thrivent Financial for Lutherans |
| 2 | THRIVENT MID CAP VALUE FUND · TMCVX | 79% | 0.90% | Thrivent Asset Management, LLC |
| 3 | THRIVENT LARGE CAP VALUE PORTFOLIO | 34% | 0.63% | Thrivent Financial for Lutherans |
| 4 | THRIVENT LARGE CAP VALUE FUND · AAUTX, TLVIX | 33% | 0.56% | Thrivent Asset Management, LLC |
| 5 | Timothy Plan High Dividend Stock ETF · TPHD cheaper | 17% | 0.52% | Timothy Partners Ltd. |
| 6 | LVIP American Century Mid Cap Value Fund | 16% | 0.76% | Lincoln Financial Investments Corporation |
| 7 | LVIP JPMorgan Mid Cap Value Fund | 16% | 0.73% | Lincoln Financial Investments Corporation |
| 8 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper | 16% | 0.52% | Timothy Partners Ltd. |
| 9 | MOA MID CAP VALUE FUND | 16% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund | 15% | 0.77% | Lincoln Financial Investments Corporation |
| 11 | LVIP American Century Large Company Value Fund | 15% | 0.60% | Lincoln Financial Investments Corporation |
| 12 | Mid Cap Value Portfolio | 14% | 0.72% | Mason Street Advisors, LLC |
| 13 | EQ/American Century Mid Cap Value Portfolio | 14% | 0.75% | Equitable Investment Management Group, LLC |
| 14 | Mid Cap Value Fund · ACMVX, ACLAX, AVUAX, AMVRX, ACCLX, AMDVX, AMVGX, AMVYX, ACIPX cheaper | 14% | 0.00% | American Century Investment Management, Inc. |
| 15 | Penn Series Mid Core Value Fund | 14% | 1.04% | Penn Mutual Asset Management, LLC |
| 16 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX | 14% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 17 | MML VIP American Century Mid Cap Value Fund | 14% | 0.89% | MML Investment Advisers, LLC |
| 18 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX | 14% | 0.85% | Voya Investments, LLC |
| 19 | LVIP American Century Select Mid Cap Managed Volatility Fund | 14% | 0.81% | Lincoln Financial Investments Corporation |
| 20 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper | 14% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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