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 SMID Quality Value Fund · WCMJX, WCMFX | 56% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 2 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX diff. adviser | 25% | 0.81% | Boston Management and Research |
| 3 | FAM VALUE FUND · FAMVX, FAMWX diff. adviser | 19% | 0.99% | Fenimore Asset Management, Inc. |
| 4 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX diff. adviser | 16% | 0.72% | Madison Asset Management, LLC |
| 5 | Mid Cap Fund diff. adviser | 16% | 0.92% | Madison Asset Management, LLC |
| 6 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX | 16% | 0.82% | — |
| 7 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX diff. adviser | 15% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 8 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX diff. adviser | 14% | 0.81% | Brown Brothers Harriman & Co. |
| 9 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 14% | 1.11% | Fenimore Asset Management, Inc. |
| 10 | BBH Select Mid Cap ETF | 14% | 0.81% | — |
| 11 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 13% | 0.55% | Tidal Investments LLC |
| 12 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX | 13% | 0.89% | — |
| 13 | Virtus KAR Small-Cap Value Series diff. adviser | 13% | 1.10% | Virtus Investment Advisers, LLC |
| 14 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 13% | 0.85% | Conestoga Capital Advisors, LLC |
| 15 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 12% | 0.89% | — |
| 16 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 11% | 0.59% | Nicholas Company, Inc. |
| 17 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 11% | 0.92% | — |
| 18 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 11% | 0.60% | — |
| 19 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 11% | 0.75% | Eaton Vance Management |
| 20 | First Trust Water ETF · FIW cheaper diff. adviser | 11% | 0.51% | First Trust Advisors L.P. |
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