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 | Mid Cap Fund | 93% | 0.92% | Madison Asset Management, LLC |
| 2 | FAM VALUE FUND · FAMVX, FAMWX diff. adviser | 22% | 0.99% | Fenimore Asset Management, Inc. |
| 3 | Large Cap Growth Fund | 20% | 0.83% | Madison Asset Management, LLC |
| 4 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper diff. adviser | 16% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 5 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX | 16% | 0.73% | Madison Asset Management, LLC |
| 6 | LVIP Baron Growth Opportunities Fund diff. adviser | 16% | 0.89% | Lincoln Financial Investments Corporation |
| 7 | NYLI WMC Enduring Capital Fund · MSOAX, MOPBX, MGOCX, MSOIX, MCSSX, MCSDX cheaper diff. adviser | 16% | 0.60% | New York Life Investment Management LLC |
| 8 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX diff. adviser | 15% | 0.81% | Boston Management and Research |
| 9 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX diff. adviser | 14% | 0.82% | Bright Rock Capital Management, LLC |
| 10 | MidCap Account cheaper diff. adviser | 14% | 0.53% | Principal Global Investors, LLC |
| 11 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX diff. adviser | 14% | 0.87% | EULAV Asset Management |
| 12 | MidCap Fund · PMBMX, PMBPX, PCBIX, PMBJX, PEMGX, PMBCX, PMAQX cheaper diff. adviser | 13% | 0.57% | Principal Global Investors, LLC |
| 13 | BARON ASSET FUND · BARAX, BARIX, BARUX diff. adviser | 13% | 1.05% | BAMCO, Inc. |
| 14 | SEG Partners Long/Short Equity Fund | 13% | — | — |
| 15 | Artisan Mid Cap Value Fund · ARTQX, APHQX, APDQX diff. adviser | 12% | 0.96% | Artisan Partners Limited Partnership |
| 16 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX diff. adviser | 12% | 0.98% | Voya Investments, LLC |
| 17 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 12% | 0.75% | Eaton Vance Management |
| 18 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 12% | 1.11% | Fenimore Asset Management, Inc. |
| 19 | Champlain MidCap Fund · CIPMX, CIPIX diff. adviser | 12% | 0.84% | Champlain Investment Partners, LLC |
| 20 | Strategic Equity Portfolio · GTCEX diff. adviser | 12% | 0.89% | Glenmede Investment Management LP |
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