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 Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX cheaper | 36% | 0.87% | — |
| 2 | Virtus KAR Mid-Cap ETF · KMID cheaper | 35% | 0.80% | Virtus Investment Advisers, LLC |
| 3 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 28% | 0.82% | — |
| 4 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX | 20% | 0.89% | — |
| 5 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper | 20% | 0.85% | Conestoga Capital Advisors, LLC |
| 6 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper | 17% | 0.81% | Boston Management and Research |
| 7 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper | 15% | 0.81% | Brown Brothers Harriman & Co. |
| 8 | BBH Select Mid Cap ETF cheaper | 14% | 0.81% | — |
| 9 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX cheaper | 14% | 0.87% | EULAV Asset Management |
| 10 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 14% | 0.86% | Wasatch Advisors LP |
| 11 | Wasatch Global Select Fund · WGGSX, WAGSX | 14% | 0.96% | Wasatch Advisors LP |
| 12 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX | 13% | 0.89% | — |
| 13 | Virtus KAR Small-Cap Value Series | 13% | 1.10% | Virtus Investment Advisers, LLC |
| 14 | Column Mid Cap Select Fund · CFMSX cheaper | 12% | 0.52% | — |
| 15 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper | 12% | 0.75% | Nationwide Fund Advisors |
| 16 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 12% | 0.85% | — |
| 17 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper | 12% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 18 | Baron FinTech Fund · BFIUX, BFINX, BFIIX | 11% | 0.95% | BAMCO, Inc. |
| 19 | Mid Cap Fund | 11% | 0.92% | Madison Asset Management, LLC |
| 20 | Virtus Tactical Allocation Series | 11% | 0.95% | Virtus Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.