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 | CRM MID CAP VALUE FUND · CRIMX, CRMMX cheaper | 67% | 1.01% | Cramer Rosenthal McGlynn, LLC |
| 2 | CRM SMALL/MID CAP VALUE FUND · CRIAX, CRMAX cheaper | 44% | 1.02% | Cramer Rosenthal McGlynn, LLC |
| 3 | CRM LONG/SHORT OPPORTUNITIES · CRIHX | 43% | 1.77% | Cramer Rosenthal McGlynn, LLC |
| 4 | CRM SMALL CAP VALUE FUND · CRISX, CRMSX | 35% | — | Cramer Rosenthal McGlynn, LLC |
| 5 | Thompson MidCap Fund · THPMX cheaper diff. adviser | 12% | 1.15% | Thompson Investment Management, Inc. |
| 6 | Meridian Contrarian Fund · MVALX, MFCIX, MFCAX, MFCRX, MFCCX cheaper diff. adviser | 11% | 1.18% | ArrowMark Colorado Holdings, LLC |
| 7 | Artisan Global Opportunities Fund · ARTRX, APHRX, APDRX cheaper diff. adviser | 11% | 0.95% | Artisan Partners Limited Partnership |
| 8 | Franklin Mutual Small-Mid Cap Value Fund · FVRMX, FRMCX, FMCVX cheaper diff. adviser | 11% | 0.88% | Franklin Mutual Advisers, LLC |
| 9 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 10% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Nuveen Large Cap Select Fund · FLRAX, FLYCX, FLRYX cheaper diff. adviser | 10% | 0.76% | Nuveen Fund Advisors, LLC |
| 11 | Nuveen Multi Cap Value Fund · NQVAX, NQVCX, NQVRX cheaper diff. adviser | 10% | 0.90% | Nuveen Fund Advisors, LLC |
| 12 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 10% | 0.55% | Tidal Investments LLC |
| 13 | iShares FinTech Active ETF cheaper diff. adviser | 10% | 0.55% | BlackRock Fund Advisors |
| 14 | TSW Large Cap Value Fund · TSWEX cheaper diff. adviser | 10% | 0.75% | JOHCM (USA) Inc. |
| 15 | Guardian Small-Mid Cap Core VIP Fund cheaper diff. adviser | 10% | 1.01% | Park Avenue Institutional Advisers LLC |
| 16 | Allspring Common Stock Fund · SCSAX, STSAX, SCSDX, SCNSX, SCSRX cheaper diff. adviser | 10% | 0.84% | Allspring Funds Management, LLC |
| 17 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 10% | 0.59% | Harris Associates L.P. |
| 18 | Putnam Focused Equity Fund cheaper diff. adviser | 10% | 0.71% | Putnam Investment Management, LLC |
| 19 | Select Financials Portfolio · FIDSX cheaper diff. adviser | 10% | 0.69% | Fidelity Management & Research Company LLC |
| 20 | Franklin Small Cap Value Fund · FRVLX, FRVFX, FVFRX, FVADX, FRCSX cheaper diff. adviser | 10% | 0.60% | Franklin Mutual Advisers, LLC |
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