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 | Fidelity Small Cap Stock Fund · FSLCX | 34% | 0.87% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Small Cap Stock K6 Fund · FKICX cheaper | 33% | 0.60% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Small Cap Discovery Fund · FSCRX | 27% | 0.91% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Small Cap Discovery Fund · FJACX cheaper | 26% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 25% | 0.43% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX cheaper | 25% | 0.83% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Series Small Cap Core Fund · FSSLX cheaper | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX cheaper | 22% | 0.73% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper | 17% | 0.61% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper | 16% | 0.80% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Small Cap Value Index Fund · FISVX cheaper | 16% | 0.05% | Fidelity Management & Research Company LLC |
| 13 | MML Small Cap Growth Equity Fund diff. adviser | 14% | 1.08% | MML Investment Advisers, LLC |
| 14 | MassMutual Small Cap Opportunities Fund · DLBMX, MSCLX, MSCDX, MSVYX, MOORX, MSOOX, MCCRX, MMOGX cheaper diff. adviser | 14% | 0.65% | MML Investment Advisers, LLC |
| 15 | Fidelity Series Intrinsic Opportunities Fund · FDMLX cheaper | 14% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX cheaper diff. adviser | 14% | 0.71% | Macquarie Investment Management Business Trust |
| 17 | MML VIP Invesco Small Cap Equity Fund cheaper diff. adviser | 14% | 0.71% | MML Investment Advisers, LLC |
| 18 | Nomura VIP Small Cap Value Series cheaper diff. adviser | 14% | 0.74% | Macquarie Investment Management Business Trust |
| 19 | MOA SMALL CAP VALUE FUND cheaper diff. adviser | 14% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 20 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX diff. adviser | 14% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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