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 | Clarkston Fund · CILGX cheaper | 71% | 0.70% | Clarkston Capital Partners, LLC |
| 2 | Clarkston Partners Fund · CFSMX, CISMX | 70% | 0.85% | Clarkston Capital Partners, LLC |
| 3 | FULLERTHALER BEHAVIORAL MID-CAP VALUE · FTVNX, FTVSX, FTVZX, FTVAX, FTVCX cheaper | 12% | 0.72% | — |
| 4 | Olstein All Cap Value Fund · OFAFX, OFALX, OFAVX diff. adviser | 11% | 1.18% | Olstein Capital Mangement, L.P. |
| 5 | Oakmark Select Fund · OAKLX, OAYLX, OANLX, OAZLX cheaper diff. adviser | 10% | 0.73% | Harris Associates L.P. |
| 6 | Oakmark Global Large Cap ETF · OAKG cheaper | 10% | 0.62% | — |
| 7 | Mid Cap Core Portfolio I diff. adviser | 10% | — | UBS Trust Company of Puerto Rico |
| 8 | Touchstone Funds Group Trust-Touchstone Mid Cap Fund · TMCPX, TMCTX, TMAPX, TMCJX, TMPIX, TMPRX | 9% | 0.81% | — |
| 9 | Akre Focus ETF · AKRE | 9% | 0.98% | — |
| 10 | Oakmark Global Fund · OAKGX, OAYGX, OANGX, OAZGX diff. adviser | 9% | 0.85% | Harris Associates L.P. |
| 11 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX diff. adviser | 9% | 0.90% | Reinhart Partners LLC |
| 12 | LYRICAL U.S. VALUE EQUITY FUND · LYRIX, LYRBX, LYRCX, LRYAX diff. adviser | 9% | 0.99% | Lyrical Asset Management LP |
| 13 | First Trust Consumer Staples AlphaDEX Fund · FXG cheaper diff. adviser | 9% | 0.63% | First Trust Advisors L.P. |
| 14 | Clifford Capital Partners Fund · CLFFX, CLIFX, CLIQX diff. adviser | 9% | 0.82% | Clifford Capital Partners, LLC |
| 15 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX diff. adviser | 9% | 1.35% | Olstein Capital Mangement, L.P. |
| 16 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 8% | 0.57% | Principal Global Investors, LLC |
| 17 | MFS Active Mid Cap ETF · MMID cheaper | 8% | 0.59% | — |
| 18 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 8% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 19 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 8% | 0.73% | Lincoln Financial Investments Corporation |
| 20 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX diff. adviser | 8% | 0.85% | Voya Investments, LLC |
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