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 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper | 56% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 2 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 14% | 0.82% | — |
| 3 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 13% | 0.81% | Boston Management and Research |
| 4 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 13% | 1.12% | Royce Investment Partners |
| 5 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 13% | 0.81% | Brown Brothers Harriman & Co. |
| 6 | M3Sixty Small Cap Growth Fund · MCSCX diff. adviser | 12% | 0.99% | M3Sixty Capital, LLC |
| 7 | BBH Select Mid Cap ETF cheaper | 12% | 0.81% | — |
| 8 | FAM SMALL CAP FUND · FAMFX, FAMDX diff. adviser | 12% | 1.14% | Fenimore Asset Management, Inc. |
| 9 | Paradigm Micro-Cap Fund · PVIVX diff. adviser | 10% | 1.27% | PARADIGM FUNDS ADVISOR LLC |
| 10 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 10% | 0.89% | — |
| 11 | Virtus KAR Small-Cap Value Series diff. adviser | 10% | 1.10% | Virtus Investment Advisers, LLC |
| 12 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 10% | 0.92% | — |
| 13 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 9% | 0.90% | Tributary Capital Management, LLC |
| 14 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 9% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 9% | 0.55% | Tidal Investments LLC |
| 16 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 9% | — | Boston Management and Research |
| 17 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 9% | 1.05% | Wasatch Advisors LP |
| 18 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 9% | 0.99% | Lord, Abbett & Co. LLC |
| 19 | JNL Multi-Manager Small Cap Value Fund cheaper diff. adviser | 9% | 0.79% | Jackson National Asset Management, LLC |
| 20 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper diff. adviser | 9% | 0.79% | D.F. DENT AND COMPANY, INC. |
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