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 | AMG River Road Small-Mid Cap Value Fund · ARSMX, ARIMX, ARSZX cheaper | 67% | 0.97% | AMG Funds LLC |
| 2 | JNL Multi-Manager Small Cap Value Fund cheaper diff. adviser | 20% | 0.79% | Jackson National Asset Management, LLC |
| 3 | AMG River Road Focused Absolute Value Fund · AFAVX, ARRFX, ARRZX cheaper | 17% | 0.78% | AMG Funds LLC |
| 4 | Touchstone Funds Group Trust-Touchstone Small Cap Fund · TSFAX, TSFCX, TSFYX, TSFIX cheaper | 17% | 0.92% | — |
| 5 | AMG River Road Mid Cap Value Fund · CHTTX, ABMIX, ABIZX cheaper | 15% | 0.76% | AMG Funds LLC |
| 6 | Adara Smaller Companies Fund cheaper diff. adviser | 13% | 0.80% | Altair Advisers LLC |
| 7 | First Trust/Confluence Small Cap Value Fund · FOVAX, FOVCX, FOVIX diff. adviser | 11% | 1.35% | First Trust Advisors L.P. |
| 8 | Keeley Gabelli SMID Cap Value Fund · KSMVX, KSMIX diff. adviser | 10% | 1.18% | Gabelli Funds, LLC |
| 9 | AMG Systematica Managed Futures Strategy Fund · SMFZX, SMFNX, SMFIX | 10% | 1.10% | — |
| 10 | AMG Systematica Trend-Enhanced Markets Fund · STMZX, STMBX, STMIX | 10% | 1.12% | — |
| 11 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 10% | 0.50% | Mercer Investments LLC |
| 12 | Undiscovered Managers Behavioral Value Fund · UBVLX, UBVAX, UBVCX, UBVSX, UBVRX, UBVFX, UBVTX, UBVUX, UBVVX cheaper diff. adviser | 9% | 0.80% | J.P. Morgan Investment Management, Inc. |
| 13 | Brown Advisory Small-Cap Fundamental Value Fund · BIAUX, BAUUX, BAUAX diff. adviser | 9% | 1.01% | Brown Advisory LLC |
| 14 | AMG River Road Dividend All Cap Value Fund · ARDEX, ARIDX, ARZDX cheaper | 9% | 0.68% | AMG Funds LLC |
| 15 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper diff. adviser | 9% | 0.38% | WisdomTree Asset Management, Inc. |
| 16 | Small Cap Special Values Fund · VSSVX diff. adviser | 9% | 1.01% | The Variable Annuity Life Insurance Company |
| 17 | Applied Finance IVS US SMID ETF · IVSS cheaper diff. adviser | 9% | 0.59% | Applied Finance Advisors, LLC |
| 18 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX cheaper diff. adviser | 9% | 0.99% | Lord, Abbett & Co. LLC |
| 19 | Allspring Special Small Cap Value Fund · ESPAX, ESPCX, ESPIX, ESPNX, ESPRX cheaper diff. adviser | 8% | 0.82% | Allspring Funds Management, LLC |
| 20 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX cheaper diff. adviser | 8% | 0.85% | Victory Capital Management Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.