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 Midcap Fund · WAMFX | 95% | 1.00% | Boston Trust Walden Inc. |
| 2 | Boston Trust SMID Cap Fund · BTSMX cheaper | 58% | 0.75% | Boston Trust Walden Inc. |
| 3 | Boston Trust Walden SMID Cap Fund · WASMX | 53% | 1.00% | Boston Trust Walden Inc. |
| 4 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 20% | 0.59% | Nicholas Company, Inc. |
| 5 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 20% | — | First Trust Advisors L.P. |
| 6 | JOHNSON OPPORTUNITY FUND · JOPPX cheaper diff. adviser | 20% | 0.90% | Johnson Investment Counsel, Inc. |
| 7 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 18% | 0.52% | Timothy Partners Ltd. |
| 8 | Column Mid Cap Select Fund · CFMSX cheaper | 18% | 0.52% | — |
| 9 | Timothy Plan US Large/Mid Cap Core ETF · TPLC cheaper diff. adviser | 18% | 0.52% | Timothy Partners Ltd. |
| 10 | Nuveen ESG Mid-Cap Value ETF · NUMV cheaper diff. adviser | 18% | 0.31% | Nuveen Fund Advisors, LLC |
| 11 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 18% | 0.52% | Timothy Partners Ltd. |
| 12 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 18% | 0.81% | Boston Management and Research |
| 13 | Heartland Mid Cap Value Fund · HNMDX, HRMDX cheaper diff. adviser | 17% | 0.85% | Heartland Advisors |
| 14 | Champlain MidCap Fund · CIPMX, CIPIX cheaper diff. adviser | 17% | 0.84% | Champlain Investment Partners, LLC |
| 15 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 16% | 0.05% | The Vanguard Group, Inc. |
| 16 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 17 | JNL Multi-Manager Mid Cap Fund cheaper diff. adviser | 15% | 0.79% | Jackson National Asset Management, LLC |
| 18 | Column Mid Cap Fund · CFMCX cheaper | 15% | 0.49% | — |
| 19 | Calvert VP SRI Mid Cap Portfolio diff. adviser | 15% | 0.99% | Calvert Research and Management |
| 20 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 15% | 0.78% | Principal Global Investors, LLC |
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