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 | Edge MidCap Fund · PEDGX, PEDMX, PEMCX cheaper | 29% | 0.67% | Principal Global Investors, LLC |
| 2 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 19% | 0.84% | Lord, Abbett & Co. LLC |
| 3 | Nuveen Mid Cap Value Fund · TIMVX, TCMVX, TRVRX, TRVPX, TRVHX cheaper diff. adviser | 19% | 0.46% | Teachers Advisors, LLC |
| 4 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 19% | 1.00% | Boston Trust Walden Inc. |
| 5 | Boston Trust SMID Cap Fund · BTSMX cheaper diff. adviser | 19% | 0.75% | Boston Trust Walden Inc. |
| 6 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 18% | 0.95% | Copeland Capital Management, LLC |
| 7 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 18% | 0.77% | Virtus Investment Advisers, LLC |
| 8 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 17% | 0.52% | Timothy Partners Ltd. |
| 9 | Bahl & Gaynor Small/Mid Cap Income Growth ETF · SMIG cheaper diff. adviser | 17% | 0.60% | BAHL & GAYNOR, INC. |
| 10 | Nuveen Mid Cap Value Opportunities Fund · FASEX, FACSX, FSEIX, FMVQX cheaper diff. adviser | 17% | 0.76% | Nuveen Fund Advisors, LLC |
| 11 | MidCap Value Fund I · PMPRX, PABVX, PVMIX, PVEJX, PCMVX, PCMSX cheaper | 17% | 0.64% | Principal Global Investors, LLC |
| 12 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper diff. adviser | 17% | 0.68% | Westwood Management Corp. |
| 13 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 16% | 0.90% | Tributary Capital Management, LLC |
| 14 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 15 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 15% | 0.38% | WisdomTree Asset Management, Inc. |
| 16 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 15% | 0.54% | Victory Capital Management Inc. |
| 17 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 15% | 0.40% | PROSHARE ADVISORS LLC |
| 18 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 15% | 0.82% | Columbia Management Investment Advisers, LLC |
| 19 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 20 | Boston Trust Midcap Fund · BTMFX diff. adviser | 15% | 0.98% | Boston Trust Walden Inc. |
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