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 | Cambiar Small Cap Fund · CAMSX, CAMZX | 37% | 0.90% | Cambiar Investors, LLC |
| 2 | Small Cap Core Portfolio I diff. adviser | 24% | — | UBS Trust Company of Puerto Rico |
| 3 | Hunter Small Cap Value Fund · HSCVX diff. adviser | 17% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 4 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 12% | 1.00% | Boston Trust Walden Inc. |
| 5 | Boston Trust SMID Cap Fund · BTSMX cheaper diff. adviser | 11% | 0.75% | Boston Trust Walden Inc. |
| 6 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 11% | 0.78% | Principal Global Investors, LLC |
| 7 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 11% | 0.40% | PROSHARE ADVISORS LLC |
| 8 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 10% | 0.48% | ALPS Advisors, Inc. |
| 9 | WESTWOOD QUALITY MIDCAP FUND · WWMCX cheaper diff. adviser | 10% | 0.69% | Westwood Management Corp. |
| 10 | Prospector Opportunity Fund · POPFX diff. adviser | 10% | 1.16% | Prospector Partners Asset Management, LLC |
| 11 | Victory RS Value Fund · RSVAX, RVACX, RSVYX diff. adviser | 10% | 1.06% | Victory Capital Management Inc. |
| 12 | Carillon Chartwell Mid Cap Value Fund · BERCX, BERDX, BERAX, BERBX cheaper diff. adviser | 10% | 0.80% | Carillon Tower Advisers, Inc. |
| 13 | Trillium ESG Small/Mid Cap Fund · TSMDX diff. adviser | 10% | 0.97% | JOHCM (USA) Inc. |
| 14 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 9% | 0.54% | Victory Capital Management Inc. |
| 15 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 9% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 16 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 9% | 0.82% | Columbia Management Investment Advisers, LLC |
| 17 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 9% | 0.38% | WisdomTree Asset Management, Inc. |
| 18 | DEAN MID CAP VALUE · DALCX diff. adviser | 9% | 0.85% | Dean Investment Associates, LLC |
| 19 | NVIT Victory Mid Cap Value Fund diff. adviser | 9% | 0.87% | Nationwide Fund Advisors |
| 20 | First Trust Dividend Strength ETF · FTDS cheaper diff. adviser | 9% | 0.70% | First Trust Advisors L.P. |
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