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 Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper | 77% | 0.85% | Aristotle Investment Services, LLC |
| 2 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX cheaper | 18% | 0.95% | — |
| 3 | William Blair Small-Mid Cap Core Fund · WBCIX, WBCRX cheaper diff. adviser | 15% | 0.90% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 4 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 15% | 0.80% | Harbor Capital Advisors, Inc. |
| 5 | M Capital Appreciation Fund · MFCPX diff. adviser | 14% | 0.98% | M Financial Investment Advisers, Inc. |
| 6 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 14% | 0.20% | BlackRock Fund Advisors |
| 7 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 14% | 1.19% | Macquarie Investment Management Business Trust |
| 8 | Small-Company Stock Fund · HSCSX diff. adviser | 14% | 1.14% | Homestead Advisers Corp. |
| 9 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 14% | 0.84% | Columbia Management Investment Advisers, LLC |
| 10 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper diff. adviser | 13% | 0.76% | Touchstone Advisors, Inc. |
| 11 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 12 | Touchstone Strategic Trust-Touchstone Small Company Fund · SAGWX, SSCOX, SIGWX, SSRRX, TICSX cheaper diff. adviser | 13% | 0.80% | Touchstone Advisors, Inc. |
| 13 | MFS New Discovery Series cheaper diff. adviser | 13% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 15 | Neuberger Berman Intrinsic Value Fund · NINAX, NINCX, NINLX, NRINX cheaper diff. adviser | 13% | 0.86% | Neuberger Berman Investment Advisers LLC |
| 16 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 13% | 0.80% | Lincoln Financial Investments Corporation |
| 17 | BNY Mellon Small Cap Value Fund · STSVX, RUDAX, BOSCX, BOSYX | 13% | 1.04% | — |
| 18 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 13% | 0.77% | Macquarie Investment Management Business Trust |
| 19 | Nomura VIP Smid Cap Core Series diff. adviser | 13% | 1.18% | Macquarie Investment Management Business Trust |
| 20 | William Blair Small Cap Growth Fund · WBSNX, WBSIX, WBSRX cheaper diff. adviser | 13% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
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