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 | WPG Partners Small Cap Value Diversified Fund · WPGTX cheaper diff. adviser | 41% | 1.10% | Boston Partners Global Investors, Inc. |
| 2 | Guardian Small Cap Value Diversified VIP Fund cheaper diff. adviser | 37% | 1.05% | Park Avenue Institutional Advisers LLC |
| 3 | WPG Partners Select Small Cap Value Fund · WPGSX cheaper diff. adviser | 28% | 1.10% | Boston Partners Global Investors, Inc. |
| 4 | Column Small Cap Select Fund · CFSSX cheaper | 26% | 0.65% | — |
| 5 | Russell Investments U.S. Small Cap Equity ETF · RUSC cheaper diff. adviser | 22% | 0.64% | Russell Investment Management, LLC |
| 6 | U.S. Small Cap Equity Fund · RIFBX cheaper diff. adviser | 22% | 1.14% | Russell Investment Management, LLC |
| 7 | U.S. Small Cap Equity Fund · REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX cheaper diff. adviser | 22% | 0.91% | Russell Investment Management, LLC |
| 8 | Column Small Cap Fund · CFSLX cheaper | 18% | 0.63% | — |
| 9 | Royce Small-Cap Opportunity Fund · ROFCX, RYPNX, RYOFX, ROFIX, ROFRX cheaper diff. adviser | 14% | 1.12% | Royce Investment Partners |
| 10 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX cheaper diff. adviser | 14% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 11 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX diff. adviser | 13% | 1.41% | Victory Capital Management Inc. |
| 12 | First Eagle Small Cap Opportunity Fund · FESRX, FESAX, FESCX, FECCX cheaper diff. adviser | 13% | 0.93% | First Eagle Investment Management, LLC |
| 13 | ROYCE MICRO-CAP TRUST, INC. | 13% | — | — |
| 14 | Penn Series Small Cap Value Fund cheaper diff. adviser | 12% | 0.98% | Penn Mutual Asset Management, LLC |
| 15 | JPMorgan Small Cap Value Portfolio cheaper diff. adviser | 12% | 0.77% | Brighthouse Investment Advisers, LLC |
| 16 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX cheaper diff. adviser | 12% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 17 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX diff. adviser | 12% | 1.18% | Royce Investment Partners |
| 18 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX diff. adviser | 12% | 1.23% | Royce Investment Partners |
| 19 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 12% | 0.20% | BlackRock Fund Advisors |
| 20 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 12% | 0.84% | Columbia Management Investment Advisers, LLC |
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