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 | Guardian Mid Cap Relative Value VIP Fund diff. adviser | 97% | 1.09% | Park Avenue Institutional Advisers LLC |
| 2 | Allspring Mid Cap Value Portfolio diff. adviser | 85% | 0.74% | Brighthouse Investment Advisers, LLC |
| 3 | Bridge Builder Tax Managed Small/Mid Cap Fund · BBTSX cheaper diff. adviser | 20% | 0.39% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 19% | 0.82% | Columbia Management Investment Advisers, LLC |
| 5 | NVIT Victory Mid Cap Value Fund diff. adviser | 18% | 0.87% | Nationwide Fund Advisors |
| 6 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 18% | 0.54% | Victory Capital Management Inc. |
| 7 | Victory Integrity Mid-Cap Value Fund · MAIMX, MYIMX, MRIMX, MCIMX, MMIJX cheaper diff. adviser | 17% | 0.60% | Victory Capital Management Inc. |
| 8 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 17% | 0.60% | Brighthouse Investment Advisers, LLC |
| 9 | Allspring Special Large Value ETF · ASLV cheaper | 16% | 0.35% | Allspring Funds Management, LLC |
| 10 | Penn Series Mid Cap Value Fund diff. adviser | 15% | 0.83% | Penn Mutual Asset Management, LLC |
| 11 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX diff. adviser | 15% | 0.81% | Janus Henderson Investors US LLC |
| 12 | Janus Henderson Mid Cap Value Portfolio · JAMVX diff. adviser | 15% | 0.93% | Janus Henderson Investors US LLC |
| 13 | Allspring Large Cap Value Fund · CBEAX, CBEBX, CBECX, CBEQX, CBLLX, CBLSX, CBEJX cheaper | 15% | 0.40% | Allspring Funds Management, LLC |
| 14 | Allspring Special Large Cap Value Fund · EIVAX, EIVCX, EIVIX, EIVDX, EIVFX cheaper | 15% | 0.40% | Allspring Funds Management, LLC |
| 15 | AB Mid Cap Value Portfolio · ABMVX cheaper diff. adviser | 15% | 0.67% | AllianceBernstein L.P. |
| 16 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 15% | 0.07% | Voya Investments, LLC |
| 17 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 15% | 0.15% | Voya Investments, LLC |
| 18 | Allspring Special Global Small Cap Fund · EKGAX, EKGCX, EKGYX, EKGIX | 14% | 1.10% | Allspring Funds Management, LLC |
| 19 | DEAN MID CAP VALUE · DALCX diff. adviser | 14% | 0.85% | Dean Investment Associates, LLC |
| 20 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper diff. adviser | 14% | 0.64% | Principal Global Investors, LLC |
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