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 Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX | 40% | 0.89% | — |
| 2 | Virtus KAR Small-Cap Value Series | 40% | 1.10% | Virtus Investment Advisers, LLC |
| 3 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 28% | 0.92% | — |
| 4 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 28% | 0.89% | — |
| 5 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX | 20% | 0.85% | Conestoga Capital Advisors, LLC |
| 6 | PACE Small/Medium Co Value Equity Investments · PCSVX, PEVAX, PVEYX, PVETX cheaper | 19% | 0.63% | UBS Asset Management (Americas) LLC |
| 7 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper | 17% | 0.81% | Boston Management and Research |
| 8 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper | 16% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 9 | SouthernSun U.S. Equity Fund · SSEFX, SSEIX | 14% | 1.09% | SouthernSun Asset Management, LLC |
| 10 | WCM SMID Quality Value Fund · WCMJX, WCMFX | 14% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 11 | Virtus KAR Mid-Cap ETF · KMID cheaper | 13% | 0.80% | Virtus Investment Advisers, LLC |
| 12 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 13% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 12% | 0.87% | — |
| 14 | VELA SMALL-MID CAP FUND | 12% | 1.04% | — |
| 15 | BBH Select Mid Cap ETF cheaper | 12% | 0.81% | — |
| 16 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX | 12% | 0.97% | EULAV Asset Management |
| 17 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper | 12% | 0.81% | Brown Brothers Harriman & Co. |
| 18 | Advisors Capital Small/Mid Cap Fund · ACSMX | 11% | 1.87% | AC FUNDS LLC |
| 19 | SouthernSun Small Cap Fund · SSSFX, SSSIX | 11% | 1.09% | SouthernSun Asset Management, LLC |
| 20 | FAM DIVIDEND FOCUS FUND · FAMEX | 11% | 1.11% | Fenimore Asset Management, Inc. |
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