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 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX | 37% | 0.95% | Tributary Capital Management, LLC |
| 2 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 27% | 0.77% | RBC Global Asset Management (US) Inc. |
| 3 | Calvert Small/Mid-Cap Fund cheaper diff. adviser | 21% | 0.89% | Calvert Research and Management |
| 4 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 19% | 0.81% | Boston Management and Research |
| 5 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX cheaper diff. adviser | 19% | 0.86% | Calvert Research and Management |
| 6 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX diff. adviser | 19% | 0.96% | Boston Management and Research |
| 7 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 18% | 0.77% | Virtus Investment Advisers, LLC |
| 8 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 18% | — | Boston Management and Research |
| 9 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 17% | 0.40% | PROSHARE ADVISORS LLC |
| 10 | Janus Henderson Small-Mid Cap Value Fund · JVSAX, JVSCX, JSVDX, JVSIX, JSVSX, JSVTX, JVSNX diff. adviser | 17% | 0.91% | Janus Henderson Investors US LLC |
| 11 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 16% | 0.78% | Principal Global Investors, LLC |
| 12 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX cheaper diff. adviser | 16% | 0.81% | Sterling Capital Management LLC |
| 13 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 16% | 0.82% | AMG Funds LLC |
| 14 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 15% | 1.00% | Boston Trust Walden Inc. |
| 15 | Janus Henderson Mid Cap Value Fund · JMIVX, JMCVX, JDPAX, JMVCX, JMVAX, JDPRX, JMVIX, JNMCX, JDPNX cheaper diff. adviser | 15% | 0.81% | Janus Henderson Investors US LLC |
| 16 | Trillium ESG Small/Mid Cap Fund · TSMDX diff. adviser | 15% | 0.97% | JOHCM (USA) Inc. |
| 17 | Janus Henderson Mid Cap Value Portfolio · JAMVX diff. adviser | 15% | 0.93% | Janus Henderson Investors US LLC |
| 18 | Calvert Global Small-Cap Equity Fund diff. adviser | 15% | 1.06% | Calvert Research and Management |
| 19 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 15% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 20 | Penn Series Mid Cap Value Fund cheaper diff. adviser | 15% | 0.83% | Penn Mutual Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.