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 DIVIDEND FOCUS FUND · FAMEX | 31% | 1.11% | Fenimore Asset Management, Inc. |
| 2 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper diff. adviser | 22% | 0.72% | Madison Asset Management, LLC |
| 3 | Mid Cap Fund cheaper diff. adviser | 22% | 0.92% | Madison Asset Management, LLC |
| 4 | MidCap Account cheaper diff. adviser | 21% | 0.53% | Principal Global Investors, LLC |
| 5 | NYLI WMC Enduring Capital Fund · MSOAX, MOPBX, MGOCX, MSOIX, MCSSX, MCSDX cheaper diff. adviser | 21% | 0.60% | New York Life Investment Management LLC |
| 6 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 21% | 0.57% | Principal Global Investors, LLC |
| 7 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX cheaper diff. adviser | 20% | 0.73% | Madison Asset Management, LLC |
| 8 | Large Cap Growth Fund cheaper diff. adviser | 19% | 0.83% | Madison Asset Management, LLC |
| 9 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper diff. adviser | 19% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 10 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 19% | 0.75% | Eaton Vance Management |
| 11 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX cheaper diff. adviser | 18% | 0.82% | Bright Rock Capital Management, LLC |
| 12 | EAGLE CAPITAL GROWTH FUND, INC. | 17% | — | — |
| 13 | Bretton Fund · BRTNX diff. adviser | 16% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 14 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 16% | 0.75% | Nationwide Fund Advisors |
| 15 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX diff. adviser | 16% | 1.02% | Marshfield Associates, Inc. |
| 16 | The Osterweis Fund · OSTFX cheaper diff. adviser | 15% | 0.96% | Osterweis Capital Management, Inc. |
| 17 | Central Securities Corporation | 14% | — | — |
| 18 | Hennessy Focus Fund · HFCSX, HFCIX diff. adviser | 14% | 1.10% | Hennessy Advisors Inc. |
| 19 | Large Cap Equity Fund · WVALX, WVAIX cheaper diff. adviser | 13% | 0.86% | Weitz Investment Management, Inc. |
| 20 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 13% | 0.79% | — |
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