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 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX cheaper | 37% | 0.90% | Tributary Capital Management, LLC |
| 2 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 18% | 0.79% | Westwood Management Corp. |
| 3 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 17% | 0.95% | Hartford Funds Management Company, LLC |
| 4 | DEAN SMALL CAP VALUE · DASCX diff. adviser | 17% | 1.15% | Dean Investment Associates, LLC |
| 5 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX cheaper diff. adviser | 16% | 0.89% | Lord, Abbett & Co. LLC |
| 6 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX | 16% | 0.95% | — |
| 7 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 15% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Kennedy Capital Small Cap Value Fund · KSVLX, KVALX cheaper diff. adviser | 15% | 0.89% | Kennedy Capital Management LLC |
| 9 | Wasatch Small Cap Value Fund · WMCVX, WICVX diff. adviser | 14% | 1.05% | Wasatch Advisors LP |
| 10 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX diff. adviser | 14% | 0.96% | Boston Management and Research |
| 11 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 14% | 1.00% | Boston Trust Walden Inc. |
| 12 | Timothy Plan Small Cap Value Fund · TPLNX, TSVCX, TPVIX diff. adviser | 14% | 1.25% | Timothy Partners Ltd. |
| 13 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 14% | 0.80% | Harbor Capital Advisors, Inc. |
| 14 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 14% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 15 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 14% | — | Boston Management and Research |
| 16 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 17 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX cheaper diff. adviser | 13% | 0.86% | Calvert Research and Management |
| 18 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 13% | 0.99% | Lord, Abbett & Co. LLC |
| 19 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 13% | 0.77% | RBC Global Asset Management (US) Inc. |
| 20 | CRM SMALL CAP VALUE FUND · CRISX, CRMSX diff. adviser | 13% | — | Cramer Rosenthal McGlynn, LLC |
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