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 | GMO Domestic Resilience ETF · DRES cheaper | 12% | 0.50% | — |
| 2 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX cheaper | 9% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX cheaper | 9% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Motley Fool Mid-Cap Growth ETF · TMFM cheaper | 8% | 0.85% | Motley Fool Asset Management |
| 5 | Pzena Mid Cap Value Fund · PZVMX, PZIMX cheaper | 8% | 0.90% | Pzena Investment Management, LLC |
| 6 | AB Discovery Value Fund · ABASX, ABCSX, ABYSX, ABSIX, ABSZX cheaper | 8% | 0.81% | AllianceBernstein L.P. |
| 7 | SA AB Small & Mid Cap Value Portfolio cheaper | 8% | 0.90% | SunAmerica Asset Management, LLC |
| 8 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 8% | 0.84% | — |
| 9 | Penn Series SMID Cap Value Fund | 8% | 1.16% | Penn Mutual Asset Management, LLC |
| 10 | Motley Fool Small-Cap Growth ETF · TMFS cheaper | 8% | 0.85% | Motley Fool Asset Management |
| 11 | MML Small/Mid Cap Value Fund cheaper | 8% | 0.83% | MML Investment Advisers, LLC |
| 12 | AB Discovery Value Portfolio cheaper | 7% | 0.81% | AllianceBernstein L.P. |
| 13 | CRM LONG/SHORT OPPORTUNITIES · CRIHX | 7% | 1.77% | Cramer Rosenthal McGlynn, LLC |
| 14 | ACR Equity International Fund · ACREX | 7% | 1.11% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 15 | AMG River Road Focused Absolute Value Fund · AFAVX, ARRFX, ARRZX cheaper | 7% | 0.78% | AMG Funds LLC |
| 16 | State Street(R) SPDR(R) S&P(R) Transportation ETF · XTN cheaper | 7% | 0.35% | SSGA Funds Management, Inc. |
| 17 | Castellan Targeted Equity ETF · CTEF cheaper | 7% | 0.45% | — |
| 18 | CRM SMALL/MID CAP VALUE FUND · CRIAX, CRMAX | 7% | 1.02% | Cramer Rosenthal McGlynn, LLC |
| 19 | Pzena Small Cap Value Fund · PZVSX, PZISX | 7% | 1.00% | Pzena Investment Management, LLC |
| 20 | Columbia Select Small Cap Value Fund · SSCVX, SSVIX, CSSZX, CSSYX cheaper | 7% | 0.86% | Columbia Management Investment Advisers, LLC |
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