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 | Mid-Cap Value Portfolio cheaper diff. adviser | 57% | 0.74% | Pacific Life Fund Advisors LLC |
| 2 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX cheaper diff. adviser | 53% | 0.74% | John Hancock Investment Management LLC |
| 3 | LVIP Wellington SMID Cap Value Fund cheaper diff. adviser | 48% | 0.77% | Lincoln Financial Investments Corporation |
| 4 | Column Mid Cap Select Fund · CFMSX cheaper | 37% | 0.52% | — |
| 5 | Optimum Small-Mid Cap Value Fund · OASVX, OCSVX, OISVX diff. adviser | 36% | 1.24% | Macquarie Investment Management Business Trust |
| 6 | THE HARTFORD MIDCAP VALUE FUND · HMVAX, HMVCX, HMVYX, HMVSX, HMVTX, HMVJX, HMVRX, HMVFX, HMVUX cheaper diff. adviser | 33% | 0.75% | Hartford Funds Management Company, LLC |
| 7 | Column Mid Cap Fund · CFMCX cheaper | 33% | 0.49% | — |
| 8 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 32% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 9 | EQ/Mid Cap Value Managed Volatility Portfolio cheaper diff. adviser | 32% | 0.71% | Equitable Investment Management Group, LLC |
| 10 | Boston Partners Long/Short Research Fund · BPRRX, BPIRX diff. adviser | 31% | 1.84% | Boston Partners Global Investors, Inc. |
| 11 | BNY Mellon Mid Cap Multi-Strategy Fund · MPMCX, MIMSX diff. adviser | 30% | 0.95% | BNY Mellon Investment Adviser, Inc. |
| 12 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 24% | 0.20% | SSGA Funds Management, Inc. |
| 13 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 23% | 0.15% | Voya Investments, LLC |
| 14 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 23% | 0.07% | Voya Investments, LLC |
| 15 | SA Multi-Managed Mid Cap Value Portfolio diff. adviser | 23% | 1.00% | SunAmerica Asset Management, LLC |
| 16 | SA Mid Cap Index Portfolio cheaper diff. adviser | 23% | 0.36% | SunAmerica Asset Management, LLC |
| 17 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 23% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | Federated Hermes Mid-Cap Index Fund · FMDCX, FMCRX, FMCLX cheaper diff. adviser | 23% | 0.31% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 19 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 23% | 0.23% | BlackRock Fund Advisors |
| 20 | State Street SPDR S&P MidCap 400SM ETF Trust | 23% | — | — |
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