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 | Ariel Appreciation Fund · CAAPX, CAAIX diff. adviser | 51% | 0.84% | Ariel Investments, LLC |
| 2 | Ariel Fund · ARGFX, ARAIX diff. adviser | 40% | 0.70% | Ariel Investments, LLC |
| 3 | VANGUARD EXPLORER VALUE FUND · VEVFX cheaper diff. adviser | 27% | 0.54% | Frontier Capital Management Company, LLC, Wellington Management Company LLP, Ariel Investments, LLC |
| 4 | Ariel Focus Fund · ARFFX, AFOYX diff. adviser | 20% | 0.75% | Ariel Investments, LLC |
| 5 | LVIP Channing Small Cap Value Fund diff. adviser | 14% | 0.88% | Lincoln Financial Investments Corporation |
| 6 | Carillon Chartwell Mid Cap Value Fund · BERCX, BERDX, BERAX, BERBX diff. adviser | 12% | 0.80% | Carillon Tower Advisers, Inc. |
| 7 | Hunter Small Cap Value Fund · HSCVX diff. adviser | 11% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 8 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX diff. adviser | 11% | 1.35% | Olstein Capital Mangement, L.P. |
| 9 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX diff. adviser | 10% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 10 | Harbor Mid Cap Value ETF · EPMV diff. adviser | 10% | 0.88% | Harbor Capital Advisors, Inc. |
| 11 | State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF · SIMS cheaper diff. adviser | 9% | 0.45% | SSGA Funds Management, Inc. |
| 12 | Harbor Mid Cap Core ETF · EPMB diff. adviser | 9% | 0.88% | Harbor Capital Advisors, Inc. |
| 13 | Harbor Mid Cap Fund · HMCDX, HMCNX, HMCRX, HMCLX diff. adviser | 9% | 0.80% | Harbor Capital Advisors, Inc. |
| 14 | Boston Trust SMID Cap Fund · BTSMX diff. adviser | 9% | 0.75% | Boston Trust Walden Inc. |
| 15 | Fundamental Equity Portfolio diff. adviser | 9% | 1.08% | Lord, Abbett & Co. LLC |
| 16 | DEAN MID CAP VALUE · DALCX diff. adviser | 9% | 0.85% | Dean Investment Associates, LLC |
| 17 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 9% | 1.12% | Royce Investment Partners |
| 18 | Harbor SMID Cap Core ETF · EPSB diff. adviser | 9% | 0.88% | Harbor Capital Advisors, Inc. |
| 19 | Mid Cap Stock Portfolio diff. adviser | 9% | 1.14% | Lord, Abbett & Co. LLC |
| 20 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX diff. adviser | 9% | 0.67% | Lord, Abbett & Co. LLC |
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