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 | Nuveen Small Cap Select ETF · NSCS cheaper diff. adviser | 17% | 0.86% | Nuveen Fund Advisors, LLC |
| 2 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX cheaper diff. adviser | 10% | 0.81% | RBC Global Asset Management (US) Inc. |
| 3 | Steward Small Cap Growth Fund · SKGAX, SKGCX, SKGIX, SKGRX | 10% | 1.00% | — |
| 4 | Allspring Emerging Growth Portfolio | 10% | — | — |
| 5 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 8% | 0.15% | UBS Asset Management (Americas) LLC |
| 6 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 8% | 1.25% | Victory Capital Management Inc. |
| 7 | Nationwide Small Company Growth Fund · NWSAX, NWSIX diff. adviser | 7% | 1.17% | Nationwide Fund Advisors |
| 8 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX cheaper | 6% | 0.86% | — |
| 9 | RBC Small Cap Core Fund · TEEAX, RCSIX, RBRCX cheaper diff. adviser | 6% | 0.83% | RBC Global Asset Management (US) Inc. |
| 10 | AlphaMark Actively Managed Small Cap ETF · SMCP | 5% | 0.90% | — |
| 11 | Victory RS Small Cap Growth Equity VIP Series cheaper diff. adviser | 5% | 0.88% | Victory Capital Management Inc. |
| 12 | Cardinal Small Cap Value Fund | 5% | 0.99% | — |
| 13 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper diff. adviser | 5% | 0.80% | Allspring Funds Management, LLC |
| 14 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 5% | 0.75% | BlackRock Advisors, LLC |
| 15 | Penn Capital Mid Cap Core Fund · PSMPX, PSMQX diff. adviser | 5% | 1.06% | Penn Capital Management Company, LLC |
| 16 | Victory RS Small Cap Equity Fund diff. adviser | 4% | 1.10% | Victory Capital Management Inc. |
| 17 | FIIG US SMALL CAP EQUITY · IUSCX cheaper diff. adviser | 4% | 0.75% | Fisher Asset Management LLC |
| 18 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 4% | 0.01% | Fidelity Management & Research Company LLC |
| 19 | RBC Enterprise Fund · TETAX, TETIX diff. adviser | 4% | 1.12% | RBC Global Asset Management (US) Inc. |
| 20 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 4% | 0.35% | Victory Capital Management Inc. |
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