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 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 22% | 0.35% | Victory Capital Management Inc. |
| 2 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper diff. adviser | 22% | 0.41% | Victory Capital Management Inc. |
| 3 | AST Small-Cap Value Portfolio | 19% | 1.01% | — |
| 4 | Lazard US Systematic Small Cap Equity Portfolio · LUSIX, LUSOX, RUSRX diff. adviser | 19% | 0.99% | Lazard Asset Management LLC |
| 5 | Syntax Stratified SmallCap ETF cheaper | 16% | 0.40% | — |
| 6 | Syntax Stratified MidCap ETF cheaper | 16% | 0.35% | — |
| 7 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX cheaper | 11% | 0.50% | — |
| 8 | Small-Mid Cap Equity Fund · TSGUX cheaper | 10% | 0.60% | — |
| 9 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX cheaper | 10% | 0.86% | — |
| 10 | RBC Microcap Value Fund · TMVAX, RMVIX diff. adviser | 10% | 1.22% | RBC Global Asset Management (US) Inc. |
| 11 | Guggenheim Alpha Opportunity Fund · SAOAX, SAOCX, SAOIX, SAOSX | 10% | 1.49% | — |
| 12 | Long Short Equity Fund | 10% | 1.54% | — |
| 13 | Long Short Equity Fund | 10% | 1.92% | — |
| 14 | Series Z (Alpha Opportunity Series) | 9% | 1.98% | — |
| 15 | Timothy Plan Market Neutral ETF · TPMN cheaper diff. adviser | 8% | 0.65% | Timothy Partners Ltd. |
| 16 | FOUNDRY PARTNERS SMALL CAP VALUE FUND diff. adviser | 8% | 1.05% | Foundry Partners, LLC |
| 17 | AlphaMark Actively Managed Small Cap ETF · SMCP cheaper | 8% | 0.90% | — |
| 18 | ClearBridge Small Cap Value Fund cheaper | 8% | 0.90% | — |
| 19 | Series X (StylePlus-Small Growth Series) | 7% | 1.31% | — |
| 20 | MassMutual Small Cap Value Equity Fund | 6% | 1.10% | — |
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