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 | Boston Trust Walden SMID Cap Fund · WASMX | 29% | 1.00% | Boston Trust Walden Inc. |
| 2 | Boston Trust SMID Cap Fund · BTSMX cheaper | 27% | 0.75% | Boston Trust Walden Inc. |
| 3 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 21% | 0.40% | PROSHARE ADVISORS LLC |
| 4 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 19% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 5 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 18% | 0.81% | Brighthouse Investment Advisers, LLC |
| 6 | JOHNSON OPPORTUNITY FUND · JOPPX cheaper diff. adviser | 16% | 0.90% | Johnson Investment Counsel, Inc. |
| 7 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 16% | 0.48% | ALPS Advisors, Inc. |
| 8 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper diff. adviser | 16% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 9 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX cheaper diff. adviser | 16% | 0.99% | Crawford Investment Counsel Inc |
| 10 | M3Sixty Small Cap Growth Fund · MCSCX cheaper diff. adviser | 16% | 0.99% | M3Sixty Capital, LLC |
| 11 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 15% | 0.86% | Nicholas Company, Inc. |
| 12 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 15% | 0.58% | — |
| 13 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX cheaper diff. adviser | 15% | 0.90% | Tributary Capital Management, LLC |
| 14 | SBH SMALL CAP CORE FUND · SBHCX, SBASX cheaper diff. adviser | 15% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 15 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD cheaper diff. adviser | 15% | 0.85% | First Trust Advisors L.P. |
| 16 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 15% | — | Boston Management and Research |
| 17 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 15% | 0.70% | BAHL & GAYNOR, INC. |
| 18 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX cheaper diff. adviser | 15% | 0.95% | Copeland Capital Management, LLC |
| 19 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX cheaper diff. adviser | 15% | 0.96% | Boston Management and Research |
| 20 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper diff. adviser | 15% | 0.85% | Aristotle Investment Services, LLC |
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