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 | 86% | 1.00% | Boston Trust Walden Inc. |
| 2 | Boston Trust Midcap Fund · BTMFX | 58% | 0.98% | Boston Trust Walden Inc. |
| 3 | Boston Trust Walden Midcap Fund · WAMFX | 57% | 1.00% | Boston Trust Walden Inc. |
| 4 | JOHNSON OPPORTUNITY FUND · JOPPX diff. adviser | 32% | 0.90% | Johnson Investment Counsel, Inc. |
| 5 | Boston Trust Walden Small Cap Fund · BOSOX | 27% | 1.00% | Boston Trust Walden Inc. |
| 6 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 24% | — | First Trust Advisors L.P. |
| 7 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 23% | 0.40% | PROSHARE ADVISORS LLC |
| 8 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 20% | 0.59% | Nicholas Company, Inc. |
| 9 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX diff. adviser | 19% | 0.81% | Boston Management and Research |
| 10 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX diff. adviser | 19% | 0.78% | Principal Global Investors, LLC |
| 11 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 19% | 0.48% | ALPS Advisors, Inc. |
| 12 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 18% | 0.58% | — |
| 13 | Trillium ESG Small/Mid Cap Fund · TSMDX diff. adviser | 18% | 0.97% | JOHCM (USA) Inc. |
| 14 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD diff. adviser | 17% | 0.85% | First Trust Advisors L.P. |
| 15 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 16% | 0.54% | Victory Capital Management Inc. |
| 16 | Penn Series SMID Cap Value Fund diff. adviser | 16% | 1.16% | Penn Mutual Asset Management, LLC |
| 17 | MML Small/Mid Cap Value Fund diff. adviser | 16% | 0.83% | MML Investment Advisers, LLC |
| 18 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 16% | 0.38% | WisdomTree Asset Management, Inc. |
| 19 | AB Discovery Value Portfolio diff. adviser | 16% | 0.81% | AllianceBernstein L.P. |
| 20 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 15% | 0.82% | AMG Funds LLC |
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