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 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 94% | 0.82% | Columbia Management Investment Advisers, LLC |
| 2 | NVIT Victory Mid Cap Value Fund diff. adviser | 91% | 0.87% | Nationwide Fund Advisors |
| 3 | Victory Sycamore Mid Cap Value Portfolio diff. adviser | 82% | 0.60% | Brighthouse Investment Advisers, LLC |
| 4 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX diff. adviser | 64% | 0.64% | Principal Global Investors, LLC |
| 5 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 64% | 0.07% | Voya Investments, LLC |
| 6 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 64% | 0.15% | Voya Investments, LLC |
| 7 | JNL Multi-Manager Mid Cap Fund diff. adviser | 34% | 0.79% | Jackson National Asset Management, LLC |
| 8 | DEAN MID CAP VALUE · DALCX diff. adviser | 22% | 0.85% | Dean Investment Associates, LLC |
| 9 | Penn Series Mid Cap Value Fund diff. adviser | 22% | 0.83% | Penn Mutual Asset Management, LLC |
| 10 | Janus Henderson Mid Cap Value Portfolio · JAMVX diff. adviser | 22% | 0.93% | Janus Henderson Investors US LLC |
| 11 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX diff. adviser | 22% | 0.81% | Janus Henderson Investors US LLC |
| 12 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX diff. adviser | 19% | 0.74% | John Hancock Investment Management LLC |
| 13 | Mid-Cap Value Portfolio diff. adviser | 18% | 0.74% | Pacific Life Fund Advisors LLC |
| 14 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX diff. adviser | 18% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 15 | Mid Cap Value Fund · ACMVX, ACLAX, AVUAX, AMVRX, ACCLX, AMDVX, AMVGX, AMVYX, ACIPX cheaper diff. adviser | 18% | 0.00% | American Century Investment Management, Inc. |
| 16 | Guardian Mid Cap Relative Value VIP Fund diff. adviser | 18% | 1.09% | Park Avenue Institutional Advisers LLC |
| 17 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 18% | 1.00% | Boston Trust Walden Inc. |
| 18 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 18% | 0.85% | Voya Investments, LLC |
| 19 | Allspring Special Mid Cap Value Fund · WFMDX, WFMIX, WFPAX, WFPCX, WFPRX diff. adviser | 18% | 0.70% | Allspring Funds Management, LLC |
| 20 | LVIP JPMorgan Mid Cap Value Fund diff. adviser | 18% | 0.73% | Lincoln Financial Investments Corporation |
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