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 | Boston Trust SMID Cap Fund · BTSMX cheaper diff. adviser | 32% | 0.75% | Boston Trust Walden Inc. |
| 2 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 29% | 1.00% | Boston Trust Walden Inc. |
| 3 | Boston Trust Midcap Fund · BTMFX diff. adviser | 20% | 0.98% | Boston Trust Walden Inc. |
| 4 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 20% | 1.00% | Boston Trust Walden Inc. |
| 5 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX cheaper diff. adviser | 19% | 0.84% | Lord, Abbett & Co. LLC |
| 6 | Kennedy Capital ESG SMID Cap Fund · KESGX, ESGSX cheaper diff. adviser | 18% | 0.82% | Kennedy Capital Management LLC |
| 7 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 18% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 8 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 17% | 0.95% | Copeland Capital Management, LLC |
| 9 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 17% | 0.48% | ALPS Advisors, Inc. |
| 10 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 17% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 17% | — | First Trust Advisors L.P. |
| 12 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 13 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 15% | 0.40% | PROSHARE ADVISORS LLC |
| 14 | Penn Series SMID Cap Value Fund diff. adviser | 15% | 1.16% | Penn Mutual Asset Management, LLC |
| 15 | MML Small/Mid Cap Value Fund cheaper diff. adviser | 15% | 0.83% | MML Investment Advisers, LLC |
| 16 | AB Discovery Value Portfolio cheaper diff. adviser | 15% | 0.81% | AllianceBernstein L.P. |
| 17 | PROFUND VP MIDCAP GROWTH diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 18 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 15% | 1.78% | ProFund Advisors LLC |
| 19 | SA AB Small & Mid Cap Value Portfolio diff. adviser | 15% | 0.90% | SunAmerica Asset Management, LLC |
| 20 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
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