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 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX cheaper diff. adviser | 20% | 0.95% | Copeland Capital Management, LLC |
| 2 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 17% | 0.77% | Virtus Investment Advisers, LLC |
| 3 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 16% | 0.80% | Harbor Capital Advisors, Inc. |
| 4 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 5 | ProShares Russell 2000 Dividend Growers ETF · SMDV cheaper diff. adviser | 15% | 0.40% | PROSHARE ADVISORS LLC |
| 6 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX cheaper diff. adviser | 14% | 0.89% | Lord, Abbett & Co. LLC |
| 7 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 14% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 8 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX cheaper diff. adviser | 14% | 0.96% | Boston Management and Research |
| 9 | iMGP Small Company Fund · PFSVX diff. adviser | 13% | 1.17% | IM Global Partner Fund Management, LLC |
| 10 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX cheaper diff. adviser | 13% | 0.86% | Calvert Research and Management |
| 11 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 13% | — | Boston Management and Research |
| 12 | SBH SMALL CAP VALUE FUND · SBHVX, SBRVX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 13 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 13% | 1.12% | Royce Investment Partners |
| 14 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 15 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX cheaper diff. adviser | 12% | 0.95% | Tributary Capital Management, LLC |
| 16 | SA Franklin Small Company Value Portfolio cheaper diff. adviser | 12% | 0.98% | SunAmerica Asset Management, LLC |
| 17 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 12% | 0.99% | Lord, Abbett & Co. LLC |
| 18 | AAM Sawgrass U.S. Small Cap Quality Growth ETF · SAWS cheaper diff. adviser | 12% | 0.55% | ADVISORS ASSET MANAGEMENT, INC. |
| 19 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX cheaper diff. adviser | 12% | 0.95% | Hartford Funds Management Company, LLC |
| 20 | Franklin Small Cap Value VIP Fund cheaper diff. adviser | 12% | 0.65% | Franklin Mutual Advisers, LLC |
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