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 | American Beacon Shapiro Equity Opportunities Fund · SHXIX, SHXPX, SHXYX, SHXCX, SHXAX cheaper | 41% | 0.80% | American Beacon Advisors, Inc. |
| 2 | Embark Small Cap Equity Fund · ESCQX, ESCWX cheaper diff. adviser | 12% | 0.61% | Harbor Capital Advisors, Inc. |
| 3 | Gabelli Media Mogul Fund · MOGLX diff. adviser | 9% | 0.90% | Gabelli Funds, LLC |
| 4 | Gabelli Opportunities in Live and Sports ETF · GOLS cheaper diff. adviser | 9% | 0.00% | Gabelli Funds, LLC |
| 5 | Boyar Value Fund · BOYAX diff. adviser | 9% | 1.47% | Boyar Asset Management, Inc. |
| 6 | Monarch Dividend Plus Index ETF · MDPL diff. adviser | 8% | 1.24% | Kingsview Wealth Management LLC |
| 7 | Intrepid Capital Fund · ICMBX, ICMVX diff. adviser | 7% | 1.16% | Intrepid Capital Management, Inc. |
| 8 | The Gabelli Value 25 Fund Inc. · GABVX, GVCCX, GVCIX, GVCAX diff. adviser | 7% | 1.00% | Gabelli Funds, LLC |
| 9 | Gabelli Multimedia Trust Inc. | 6% | — | — |
| 10 | RMB SMID Cap Fund · RMBMX cheaper diff. adviser | 6% | 0.81% | Curi RMB Capital, LLC |
| 11 | Nuveen Mid Cap Value Fund · TIMVX, TCMVX, TRVRX, TRVPX, TRVHX cheaper diff. adviser | 6% | 0.46% | Teachers Advisors, LLC |
| 12 | Baird Equity Opportunity Fund · BSVSX, BSVIX diff. adviser | 6% | 1.25% | Robert W. Baird & Co. Incorporated |
| 13 | Small Cap Core Fund · JCCIX, JCCAX, JORSX cheaper diff. adviser | 6% | 0.86% | John Hancock Investment Management LLC |
| 14 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 6% | 0.60% | — |
| 15 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 6% | 0.55% | Tidal Investments LLC |
| 16 | Nuveen Mid Cap Value Opportunities Fund · FASEX, FACSX, FSEIX, FMVQX cheaper diff. adviser | 6% | 0.76% | Nuveen Fund Advisors, LLC |
| 17 | Advisors Capital Small/Mid Cap Fund · ACSMX diff. adviser | 6% | 1.87% | AC FUNDS LLC |
| 18 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 5% | 0.45% | — |
| 19 | Small Cap Core Trust · JAHBX, JESVX, JAGZX cheaper diff. adviser | 5% | 0.87% | John Hancock Variable Trust Advisers LLC |
| 20 | VELA SMALL-MID CAP FUND | 5% | 1.04% | — |
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