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 Founders Fund · CIMDX, CFMDX cheaper | 70% | 0.80% | Clarkston Capital Partners, LLC |
| 2 | Clarkston Fund · CILGX cheaper | 47% | 0.70% | Clarkston Capital Partners, LLC |
| 3 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX diff. adviser | 11% | 1.35% | Olstein Capital Mangement, L.P. |
| 4 | Ariel Fund · ARGFX, ARAIX cheaper diff. adviser | 10% | 0.70% | Ariel Investments, LLC |
| 5 | First Trust Consumer Staples AlphaDEX Fund · FXG cheaper diff. adviser | 10% | 0.63% | First Trust Advisors L.P. |
| 6 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX diff. adviser | 9% | 0.90% | Reinhart Partners LLC |
| 7 | Kennedy Capital ESG SMID Cap Fund · KESGX, ESGSX cheaper diff. adviser | 9% | 0.82% | Kennedy Capital Management LLC |
| 8 | DIAMOND HILL SMALL-MID CAP FUND · DHMAX, DHMIX, DHMYX cheaper diff. adviser | 9% | 0.81% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 9 | FULLERTHALER BEHAVIORAL MID-CAP VALUE · FTVNX, FTVSX, FTVZX, FTVAX, FTVCX cheaper | 8% | 0.72% | — |
| 10 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 7% | 0.81% | Brown Brothers Harriman & Co. |
| 11 | BBH Select Mid Cap ETF cheaper | 7% | 0.81% | — |
| 12 | Ariel Appreciation Fund · CAAPX, CAAIX cheaper diff. adviser | 7% | 0.84% | Ariel Investments, LLC |
| 13 | Undiscovered Managers Behavioral Value Fund · UBVLX, UBVAX, UBVCX, UBVSX, UBVRX, UBVFX, UBVTX, UBVUX, UBVVX cheaper diff. adviser | 7% | 0.80% | J.P. Morgan Investment Management, Inc. |
| 14 | DIAMOND HILL MID CAP FUND · DHPAX, DHPIX, DHPYX cheaper diff. adviser | 7% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 15 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 7% | 0.57% | Principal Global Investors, LLC |
| 16 | SMID Core Equity Portfolio · GWILX, GWTLX cheaper diff. adviser | 7% | 0.65% | Glenmede Investment Management LP |
| 17 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX cheaper diff. adviser | 7% | 0.75% | Transamerica Asset Management, Inc. |
| 18 | Olstein All Cap Value Fund · OFAFX, OFALX, OFAVX diff. adviser | 6% | 1.18% | Olstein Capital Mangement, L.P. |
| 19 | Capital Group U.S. Small and Mid Cap ETF · CGMM cheaper diff. adviser | 6% | 0.51% | Capital Research and Management Company |
| 20 | Saratoga Large Capitalization Value Portfolio · SLVYX, SLCVX, SLVCX diff. adviser | 6% | 1.79% | Saratoga Capital Management, LLC |
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