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 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX | 77% | 0.96% | Aristotle Investment Services, LLC |
| 2 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 17% | 0.80% | Harbor Capital Advisors, Inc. |
| 3 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX | 16% | 0.95% | — |
| 4 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 15% | 1.00% | Boston Trust Walden Inc. |
| 5 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 15% | 0.84% | Columbia Management Investment Advisers, LLC |
| 6 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 14% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper diff. adviser | 14% | 0.76% | Touchstone Advisors, Inc. |
| 8 | Touchstone Strategic Trust-Touchstone Small Company Fund · SAGWX, SSCOX, SIGWX, SSRRX, TICSX cheaper diff. adviser | 14% | 0.80% | Touchstone Advisors, Inc. |
| 9 | SBH SMALL CAP VALUE FUND · SBHVX, SBRVX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 10 | William Blair Small-Mid Cap Core Fund · WBCIX, WBCRX diff. adviser | 13% | 0.90% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 11 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 13% | 0.82% | Loomis, Sayles & Company, L.P. |
| 12 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 13% | 0.88% | Brighthouse Investment Advisers, LLC |
| 13 | BNY Mellon Small Cap Value Fund · STSVX, RUDAX, BOSCX, BOSYX | 12% | 1.04% | — |
| 14 | Small-Company Stock Fund · HSCSX diff. adviser | 12% | 1.14% | Homestead Advisers Corp. |
| 15 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX diff. adviser | 12% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | William Blair Small Cap Growth Fund · WBSNX, WBSIX, WBSRX diff. adviser | 12% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 17 | MFS New Discovery Series diff. adviser | 12% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 12% | 0.77% | RBC Global Asset Management (US) Inc. |
| 19 | Opportunistic Small Cap Portfolio cheaper diff. adviser | 12% | 0.74% | BNY Mellon Investment Adviser, Inc. |
| 20 | Neuberger Berman Intrinsic Value Fund · NINAX, NINCX, NINLX, NRINX diff. adviser | 12% | 0.86% | Neuberger Berman Investment Advisers LLC |
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