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 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper | 42% | 0.68% | Westwood Management Corp. |
| 2 | Timothy Plan Large/Mid Cap Value Fund · TLVAX, TLVCX, TMVIX diff. adviser | 21% | 1.16% | Timothy Partners Ltd. |
| 3 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 19% | 1.43% | Teton Advisors, LLC |
| 4 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper | 19% | 0.55% | Westwood Management Corp. |
| 5 | NYLI VP Schroders Mid Cap Opportunities Portfolio diff. adviser | 16% | 0.83% | New York Life Investment Management LLC |
| 6 | Hartford Schroders US MidCap Opportunities Fund · SMDVX, HFDCX, SMDIX, HFDRX, HFDSX, HFDTX, HFDYX, SMDRX, HFDFX diff. adviser | 15% | 0.80% | Hartford Funds Management Company, LLC |
| 7 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 15% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 8 | Prospector Opportunity Fund · POPFX diff. adviser | 14% | 1.16% | Prospector Partners Asset Management, LLC |
| 9 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 14% | 1.00% | Boston Trust Walden Inc. |
| 10 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX | 13% | 0.84% | — |
| 11 | Prospector Capital Appreciation Fund · PCAFX diff. adviser | 13% | 1.16% | Prospector Partners Asset Management, LLC |
| 12 | Bahl & Gaynor Small/Mid Cap Income Growth ETF · SMIG cheaper diff. adviser | 13% | 0.60% | BAHL & GAYNOR, INC. |
| 13 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 12% | 0.54% | Victory Capital Management Inc. |
| 14 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX diff. adviser | 12% | 0.78% | Principal Global Investors, LLC |
| 15 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 12% | 0.25% | Invesco Capital Management LLC |
| 16 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 12% | 0.82% | Columbia Management Investment Advisers, LLC |
| 17 | Boston Trust SMID Cap Fund · BTSMX diff. adviser | 12% | 0.75% | Boston Trust Walden Inc. |
| 18 | NVIT Victory Mid Cap Value Fund diff. adviser | 12% | 0.87% | Nationwide Fund Advisors |
| 19 | Artisan Value Income Fund · APDWX, APHWX, APFWX diff. adviser | 11% | 1.05% | Artisan Partners Limited Partnership |
| 20 | Nuveen Mid Cap Value Fund · TIMVX, TCMVX, TRVRX, TRVPX, TRVHX cheaper diff. adviser | 11% | 0.46% | Teachers Advisors, LLC |
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