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 | Heartland Value Fund · HRTVX, HNTVX cheaper | 19% | 0.91% | Heartland Advisors |
| 2 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX diff. adviser | 17% | 0.95% | Carillon Tower Advisers, Inc. |
| 3 | LVIP Wellington SMID Cap Value Fund cheaper diff. adviser | 16% | 0.77% | Lincoln Financial Investments Corporation |
| 4 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 16% | 0.79% | Westwood Management Corp. |
| 5 | Timothy Plan Small Cap Value Fund · TPLNX, TSVCX, TPVIX diff. adviser | 14% | 1.25% | Timothy Partners Ltd. |
| 6 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX cheaper diff. adviser | 13% | 0.90% | Tributary Capital Management, LLC |
| 7 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX cheaper diff. adviser | 13% | 0.85% | Victory Capital Management Inc. |
| 8 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 9 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX cheaper diff. adviser | 12% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 10 | Hunter Small Cap Value Fund · HSCVX cheaper diff. adviser | 12% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 11 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 11% | 0.99% | Lord, Abbett & Co. LLC |
| 12 | Small-Company Stock Fund · HSCSX diff. adviser | 11% | 1.14% | Homestead Advisers Corp. |
| 13 | Janus Henderson Small-Mid Cap Value Fund · JVSAX, JVSCX, JSVDX, JVSIX, JSVSX, JSVTX, JVSNX cheaper diff. adviser | 11% | 0.91% | Janus Henderson Investors US LLC |
| 14 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 11% | 0.80% | Harbor Capital Advisors, Inc. |
| 15 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 11% | 0.98% | Janus Henderson Investors US LLC |
| 16 | Boston Trust SMID Cap Fund · BTSMX cheaper diff. adviser | 11% | 0.75% | Boston Trust Walden Inc. |
| 17 | RMB Small Cap Fund · RMBBX diff. adviser | 11% | 0.96% | Curi RMB Capital, LLC |
| 18 | Penn Series Small Cap Value Fund diff. adviser | 11% | 0.98% | Penn Mutual Asset Management, LLC |
| 19 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 11% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 20 | Nuveen Small Cap Value Opportunities Fund · NSCAX, NSCCX, NSCRX, NSCFX cheaper diff. adviser | 11% | 0.81% | Nuveen Fund Advisors, LLC |
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