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 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper diff. adviser | 25% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 2 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 20% | 1.00% | Boston Trust Walden Inc. |
| 3 | Boston Trust SMID Cap Fund · BTSMX cheaper diff. adviser | 19% | 0.75% | Boston Trust Walden Inc. |
| 4 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 19% | 0.90% | Tributary Capital Management, LLC |
| 5 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 18% | 1.00% | Boston Trust Walden Inc. |
| 6 | Boston Trust Midcap Fund · BTMFX diff. adviser | 18% | 0.98% | Boston Trust Walden Inc. |
| 7 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 17% | 0.89% | — |
| 8 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX | 17% | 0.82% | — |
| 9 | Calvert VP SRI Mid Cap Portfolio diff. adviser | 17% | 0.99% | Calvert Research and Management |
| 10 | Calvert Small/Mid-Cap Fund diff. adviser | 16% | 0.89% | Calvert Research and Management |
| 11 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 16% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 12 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 16% | 0.75% | Eaton Vance Management |
| 13 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 15% | 0.59% | Nicholas Company, Inc. |
| 14 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 15% | 0.95% | Copeland Capital Management, LLC |
| 15 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 15% | 0.72% | Madison Asset Management, LLC |
| 16 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 14% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 17 | Mid Cap Fund diff. adviser | 14% | 0.92% | Madison Asset Management, LLC |
| 18 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 14% | — | First Trust Advisors L.P. |
| 19 | Janus Henderson Small-Mid Cap Value Fund · JVSAX, JVSCX, JSVDX, JVSIX, JSVSX, JSVTX, JVSNX diff. adviser | 14% | 0.91% | Janus Henderson Investors US LLC |
| 20 | MFS Active Mid Cap ETF · MMID cheaper | 14% | 0.59% | — |
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