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 | FAM VALUE FUND · FAMVX, FAMWX cheaper | 31% | 0.99% | Fenimore Asset Management, Inc. |
| 2 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX cheaper diff. adviser | 19% | 0.95% | Dearborn Partners L.L.C. |
| 3 | Virtus KAR Mid-Cap ETF · KMID cheaper diff. adviser | 19% | 0.80% | Virtus Investment Advisers, LLC |
| 4 | MidCap Account cheaper diff. adviser | 19% | 0.53% | Principal Global Investors, LLC |
| 5 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 18% | 0.57% | Principal Global Investors, LLC |
| 6 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 18% | 0.75% | Nationwide Fund Advisors |
| 7 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX cheaper | 18% | 0.87% | — |
| 8 | Invesco QQQ Low Volatility ETF cheaper | 17% | 0.25% | — |
| 9 | Nomura Mid Cap Income Opportunities Fund · IVOAX, IVOCX, IVOIX, IVORX, IVOYX, IVOSX cheaper diff. adviser | 17% | 0.73% | Macquarie Investment Management Business Trust |
| 10 | Multi Cap Equity Fund · WPVLX, WPVIX cheaper diff. adviser | 17% | 0.87% | Weitz Investment Management, Inc. |
| 11 | Tandem Fund · TANDX cheaper diff. adviser | 16% | 0.66% | CASTLE INVESTMENT MANAGEMENT, LLC |
| 12 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX cheaper diff. adviser | 16% | 0.82% | Bright Rock Capital Management, LLC |
| 13 | Value Line Select Growth Fund, Inc. · VALSX, VILSX cheaper diff. adviser | 16% | 0.89% | EULAV Asset Management |
| 14 | AB Concentrated Growth Fund · WPSGX, WPASX, WPCSX, WPSIX, WPSZX cheaper diff. adviser | 16% | 0.73% | AllianceBernstein L.P. |
| 15 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 16% | 0.59% | Nicholas Company, Inc. |
| 16 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 16% | 0.75% | Eaton Vance Management |
| 17 | BBH Select Mid Cap ETF cheaper | 14% | 0.81% | — |
| 18 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper diff. adviser | 14% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 19 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 13% | 0.81% | Brown Brothers Harriman & Co. |
| 20 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 13% | 0.89% | — |
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