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 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX | 54% | 0.82% | AMG Funds LLC |
| 2 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 36% | 0.50% | Mercer Investments LLC |
| 3 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper | 33% | 0.67% | AMG Funds LLC |
| 4 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX | 28% | 0.90% | AMG Funds LLC |
| 5 | Penn Series SMID Cap Growth Fund diff. adviser | 25% | 1.04% | Penn Mutual Asset Management, LLC |
| 6 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 24% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 23% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 8 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 23% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 9 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX diff. adviser | 22% | 0.83% | Loomis, Sayles & Company, L.P. |
| 10 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 20% | 0.67% | AllianceBernstein L.P. |
| 11 | NYLI Fiera SMID Growth Fund · APSLX, APSGX, APSDX, APSRX diff. adviser | 20% | 0.82% | New York Life Investment Management LLC |
| 12 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 20% | 1.06% | Victory Capital Management Inc. |
| 13 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 20% | 0.74% | Jackson National Asset Management, LLC |
| 14 | Invesco Small Cap Growth Portfolio diff. adviser | 19% | 0.82% | Brighthouse Investment Advisers, LLC |
| 15 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 19% | 0.80% | SunAmerica Asset Management, LLC |
| 16 | NAA MID GROWTH SERIES diff. adviser | 19% | 1.08% | New Age Alpha Advisors, LLC |
| 17 | NAA MID GROWTH FUND diff. adviser | 19% | 1.27% | New Age Alpha Advisors, LLC |
| 18 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 19% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 19 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 19% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 19% | 0.59% | J.P. Morgan Investment Management, Inc. |
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