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 | Opportunistic Small Cap Portfolio cheaper | 89% | 0.74% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 67% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 3 | BNY Mellon Small Cap Multi-Strategy Fund · MPSSX, MISCX | 52% | 1.09% | BNY Mellon Investment Adviser, Inc. |
| 4 | Penn Series Small Cap Value Fund cheaper | 15% | 0.98% | Penn Mutual Asset Management, LLC |
| 5 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX cheaper | 14% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 6 | Small Cap Value Portfolio cheaper | 14% | 0.87% | Mason Street Advisors, LLC |
| 7 | MFS New Discovery Value Portfolio cheaper | 14% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX cheaper | 14% | 0.95% | — |
| 9 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX cheaper | 14% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | T. Rowe Price Small-Cap Value Fund, Inc. · PRSVX, PASVX, PRVIX, TRZVX cheaper | 13% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | MML VIP American Century Small Company Value Fund cheaper | 13% | 0.99% | MML Investment Advisers, LLC |
| 12 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper | 13% | 0.35% | Victory Capital Management Inc. |
| 13 | BNY Mellon Opportunistic Midcap Value Fund · DMCVX, DVLCX, DVLIX, DMCYX cheaper | 13% | 0.86% | BNY Mellon Investment Adviser, Inc. |
| 14 | Small Company Value Trust · JAEQX, JAEPX, JAERX | 13% | 1.14% | John Hancock Variable Trust Advisers LLC |
| 15 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX cheaper | 13% | 0.95% | Carillon Tower Advisers, Inc. |
| 16 | BNY Mellon Small/Mid Cap Growth Fund · SDSCX, DBMAX, DBMCX, DBMYX, DBMZX cheaper | 13% | 0.69% | — |
| 17 | Goldman Sachs Small Cap Equity ETF · GSC cheaper | 13% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 18 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX cheaper | 13% | 0.96% | Aristotle Investment Services, LLC |
| 19 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper | 12% | 0.85% | Aristotle Investment Services, LLC |
| 20 | Variable Portfolio - Partners Small Cap Value Fund cheaper | 12% | 0.84% | Columbia Management Investment Advisers, LLC |
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