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 SMALL/MID CAP VALUE FUND · CRIAX, CRMAX cheaper | 71% | 1.02% | Cramer Rosenthal McGlynn, LLC |
| 2 | CRM ALL CAP VALUE FUND · CRMEX, CRIEX cheaper | 43% | 1.20% | Cramer Rosenthal McGlynn, LLC |
| 3 | CRM MID CAP VALUE FUND · CRIMX, CRMMX cheaper | 42% | 1.01% | Cramer Rosenthal McGlynn, LLC |
| 4 | CRM SMALL CAP VALUE FUND · CRISX, CRMSX | 40% | — | Cramer Rosenthal McGlynn, LLC |
| 5 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 11% | 0.55% | Tidal Investments LLC |
| 6 | MOA MID CAP VALUE FUND cheaper diff. adviser | 10% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 7 | Archer Stock Fund · ARSKX cheaper diff. adviser | 10% | 1.16% | Archer Investment Corp. |
| 8 | Archer Balanced Fund · ARCHX cheaper diff. adviser | 9% | 1.21% | Archer Investment Corp. |
| 9 | BNY Mellon Small/Mid Cap Growth Fund · SDSCX, DBMAX, DBMCX, DBMYX, DBMZX cheaper | 9% | 0.69% | — |
| 10 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX cheaper diff. adviser | 9% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 9% | 0.77% | John Hancock Investment Management LLC |
| 12 | Hodges Small Cap Fund cheaper diff. adviser | 9% | 0.99% | Hodges Capital Management, Inc. |
| 13 | TRIBUTARY BALANCED FUND · FOBAX, FOBPX cheaper diff. adviser | 9% | 0.74% | Tributary Capital Management, LLC |
| 14 | Franklin Mutual Small-Mid Cap Value Fund · FVRMX, FRMCX, FMCVX cheaper diff. adviser | 9% | 0.88% | Franklin Mutual Advisers, LLC |
| 15 | JPMorgan Equity Focus ETF · JPEF cheaper diff. adviser | 8% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 16 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX cheaper diff. adviser | 8% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | BlackRock Unconstrained Equity Fund cheaper diff. adviser | 8% | 0.84% | BlackRock Advisors, LLC |
| 18 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX cheaper diff. adviser | 8% | 0.96% | Aristotle Investment Services, LLC |
| 19 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper diff. adviser | 8% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 20 | LVIP Wellington SMID Cap Value Fund cheaper diff. adviser | 8% | 0.77% | Lincoln Financial Investments Corporation |
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