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 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 82% | 0.87% | — |
| 2 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 35% | 0.89% | — |
| 3 | Column Mid Cap Select Fund · CFMSX cheaper | 30% | 0.52% | — |
| 4 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX | 23% | 0.89% | — |
| 5 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 23% | 0.75% | Nationwide Fund Advisors |
| 6 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX | 22% | 0.83% | — |
| 7 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX diff. adviser | 22% | 0.87% | EULAV Asset Management |
| 8 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 20% | 0.59% | Nicholas Company, Inc. |
| 9 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 19% | 1.11% | Fenimore Asset Management, Inc. |
| 10 | Baird Mid Cap Growth Fund · BMDIX, BMDSX diff. adviser | 18% | 0.81% | Robert W. Baird & Co. Incorporated |
| 11 | Column Mid Cap Fund · CFMCX cheaper | 17% | 0.49% | — |
| 12 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 17% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 13 | MoA Mid Cap Growth Fund cheaper diff. adviser | 17% | 0.63% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | Jensen Quality Mid Cap Fund · JNVIX, JNVSX, JNVYX diff. adviser | 17% | 0.80% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 15 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 16% | 0.75% | Eaton Vance Management |
| 16 | Buffalo Mid Cap Discovery Fund · BUFTX, BUITX diff. adviser | 15% | 0.86% | Kornitzer Capital Management, Inc. |
| 17 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX diff. adviser | 15% | 0.82% | Bright Rock Capital Management, LLC |
| 18 | Baron Financials ETF · BCFN diff. adviser | 15% | 0.80% | BAMCO, Inc. |
| 19 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 14% | 0.35% | Invesco Capital Management LLC |
| 20 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 14% | 0.57% | Principal Global Investors, LLC |
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