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 | Harbor Mid Cap Fund · HMCDX, HMCNX, HMCRX, HMCLX cheaper | 42% | 0.80% | Harbor Capital Advisors, Inc. |
| 2 | Harbor Mid Cap Core ETF · EPMB | 42% | 0.88% | Harbor Capital Advisors, Inc. |
| 3 | Harbor Mid Cap Value ETF · EPMV | 33% | 0.88% | Harbor Capital Advisors, Inc. |
| 4 | Harbor SMID Cap Value ETF · EPSV | 33% | 0.88% | Harbor Capital Advisors, Inc. |
| 5 | Column Mid Cap Select Fund · CFMSX cheaper | 24% | 0.52% | — |
| 6 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper | 23% | 0.80% | Harbor Capital Advisors, Inc. |
| 7 | Column Mid Cap Fund · CFMCX cheaper | 14% | 0.49% | — |
| 8 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX diff. adviser | 14% | 0.95% | Natixis Advisors, LLC |
| 9 | Harbor AI Inflection Strategy ETF · EPAI | 13% | 0.88% | — |
| 10 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX cheaper diff. adviser | 12% | 0.87% | EULAV Asset Management |
| 11 | Heartland Mid Cap Value Fund · HNMDX, HRMDX cheaper diff. adviser | 12% | 0.85% | Heartland Advisors |
| 12 | PGIM Jennison Focused Mid-Cap ETF · PJFM cheaper diff. adviser | 11% | 0.49% | PGIM INVESTMENTS LLC |
| 13 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 11% | 0.59% | Nicholas Company, Inc. |
| 14 | First Eagle Mid Cap Equity ETF · FEMD cheaper | 11% | 0.55% | — |
| 15 | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF · XAR cheaper diff. adviser | 11% | 0.35% | SSGA Funds Management, Inc. |
| 16 | DEAN MID CAP VALUE · DALCX cheaper diff. adviser | 11% | 0.85% | Dean Investment Associates, LLC |
| 17 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX cheaper diff. adviser | 10% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 18 | State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF · ROKT cheaper diff. adviser | 10% | 0.45% | SSGA Funds Management, Inc. |
| 19 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX diff. adviser | 10% | 0.92% | Sterling Capital Management LLC |
| 20 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX cheaper diff. adviser | 10% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.