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 | Allspring Special International Small Cap Fund · WICIX, WICRX, ASPAX, ACPCX cheaper | 37% | 0.35% | Allspring Funds Management, LLC |
| 2 | Allspring Special Small Cap Value Fund · ESPAX, ESPCX, ESPIX, ESPNX, ESPRX cheaper | 23% | 0.82% | Allspring Funds Management, LLC |
| 3 | Small Cap Special Values Fund · VSSVX cheaper diff. adviser | 20% | 1.01% | The Variable Annuity Life Insurance Company |
| 4 | Brighthouse Small Cap Value Portfolio cheaper diff. adviser | 19% | 0.83% | Brighthouse Investment Advisers, LLC |
| 5 | Catholic Responsible Investments International Small-Cap Fund · CRNSX diff. adviser | 16% | 1.15% | Christian Brothers Investment Services, Inc. |
| 6 | Allspring Special Mid Cap Value Fund · WFMDX, WFMIX, WFPAX, WFPCX, WFPRX cheaper | 14% | 0.70% | Allspring Funds Management, LLC |
| 7 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 12% | — | Boston Management and Research |
| 8 | DEAN SMALL CAP VALUE · DASCX diff. adviser | 12% | 1.15% | Dean Investment Associates, LLC |
| 9 | Guardian Mid Cap Relative Value VIP Fund cheaper diff. adviser | 12% | 1.09% | Park Avenue Institutional Advisers LLC |
| 10 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 11% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 11 | Allspring Mid Cap Value Portfolio cheaper diff. adviser | 11% | 0.74% | Brighthouse Investment Advisers, LLC |
| 12 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 11% | 0.81% | Brighthouse Investment Advisers, LLC |
| 13 | Champlain Small Company Fund · CIPSX, CIPNX cheaper diff. adviser | 10% | 0.99% | Champlain Investment Partners, LLC |
| 14 | Boston Trust Walden Small Cap Fund · BOSOX cheaper diff. adviser | 10% | 1.00% | Boston Trust Walden Inc. |
| 15 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX cheaper diff. adviser | 10% | 0.96% | Boston Management and Research |
| 16 | Calvert Global Small-Cap Equity Fund cheaper diff. adviser | 10% | 1.06% | Calvert Research and Management |
| 17 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 9% | 0.90% | Conestoga Capital Advisors, LLC |
| 18 | Federated Hermes SDG Engagement Equity Fund · FHESX, FHEQX, FHERX cheaper diff. adviser | 9% | 0.89% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 19 | Fidelity Small Cap Discovery Fund · FSCRX cheaper diff. adviser | 9% | 0.91% | Fidelity Management & Research Company LLC |
| 20 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX cheaper diff. adviser | 9% | 0.95% | Natixis Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.