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 | MFS Blended Research Small Cap Equity Portfolio cheaper | 89% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX | 33% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS New Discovery Value Portfolio | 32% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX | 25% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS New Discovery Series | 24% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Blended Research Mid Cap Equity Fund · BMSFX, BMSBX, BMSDX, BMSLX, BMSRX, BMSSX, BMSTX, BMSVX, BMSYX cheaper | 17% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 16% | 0.75% | Lincoln Financial Investments Corporation |
| 8 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 15% | 0.83% | Transamerica Asset Management, Inc. |
| 9 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 15% | 0.65% | T. Rowe Price Associates, Inc. |
| 10 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 15% | 1.09% | Charles Schwab Investment Management, Inc. |
| 11 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX diff. adviser | 15% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 12 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 15% | 0.38% | Lincoln Financial Investments Corporation |
| 13 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 15% | 0.51% | Brighthouse Investment Advisers, LLC |
| 14 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 15% | 0.52% | AQR Capital Management, LLc |
| 15 | AB Small Cap Growth Portfolio diff. adviser | 15% | 0.90% | AllianceBernstein L.P. |
| 16 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 14% | 0.80% | AQR Capital Management, LLc |
| 17 | BlackRock Advantage Small Cap Core Fund · BDSIX, BDSAX, BDSCX, BDSKX cheaper diff. adviser | 14% | 0.45% | BlackRock Advisors, LLC |
| 18 | AVIP AB Small Cap Portfolio diff. adviser | 14% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 19 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 14% | 0.68% | PGIM INVESTMENTS LLC |
| 20 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund · TQSMX, TQSAX, TQSIX diff. adviser | 14% | 0.69% | T. Rowe Price Associates, Inc. |
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