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 ALL CAP VALUE FUND · CRMEX, CRIEX | 67% | 1.20% | Cramer Rosenthal McGlynn, LLC |
| 2 | CRM SMALL/MID CAP VALUE FUND · CRIAX, CRMAX | 45% | 1.02% | Cramer Rosenthal McGlynn, LLC |
| 3 | CRM LONG/SHORT OPPORTUNITIES · CRIHX | 42% | 1.77% | Cramer Rosenthal McGlynn, LLC |
| 4 | CRM SMALL CAP VALUE FUND · CRISX, CRMSX | 24% | — | Cramer Rosenthal McGlynn, LLC |
| 5 | MOA MID CAP VALUE FUND cheaper diff. adviser | 20% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 6 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX cheaper diff. adviser | 14% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 14% | 0.59% | Nicholas Company, Inc. |
| 8 | Guardian Small-Mid Cap Core VIP Fund diff. adviser | 13% | 1.01% | Park Avenue Institutional Advisers LLC |
| 9 | Allspring Common Stock Fund · SCSAX, STSAX, SCSDX, SCNSX, SCSRX cheaper diff. adviser | 13% | 0.84% | Allspring Funds Management, LLC |
| 10 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 12% | 0.55% | Tidal Investments LLC |
| 11 | ClearBridge Variable Mid Cap Portfolio · QLMMIX, QLMPTX cheaper diff. adviser | 12% | 0.81% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX cheaper diff. adviser | 12% | 0.80% | Hartford Funds Management Company, LLC |
| 13 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 11% | 0.84% | — |
| 14 | Franklin Mutual Small-Mid Cap Value Fund · FVRMX, FRMCX, FMCVX cheaper diff. adviser | 11% | 0.88% | Franklin Mutual Advisers, LLC |
| 15 | DEAN MID CAP VALUE · DALCX cheaper diff. adviser | 11% | 0.85% | Dean Investment Associates, LLC |
| 16 | NYLI VP Schroders Mid Cap Opportunities Portfolio cheaper diff. adviser | 11% | 0.83% | New York Life Investment Management LLC |
| 17 | Calvert VP SRI Mid Cap Portfolio cheaper diff. adviser | 11% | 0.99% | Calvert Research and Management |
| 18 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 11% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 19 | First Eagle Mid Cap Equity ETF · FEMD cheaper | 11% | 0.55% | — |
| 20 | Nomura Mid Cap Income Opportunities Fund · IVOAX, IVOCX, IVOIX, IVORX, IVOYX, IVOSX cheaper diff. adviser | 10% | 0.73% | Macquarie Investment Management Business Trust |
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