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 | SBH SMALL CAP CORE FUND · SBHCX, SBASX cheaper diff. adviser | 20% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 2 | Thrivent Small Cap Value ETF · TSCV cheaper | 18% | 0.60% | — |
| 3 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 18% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 4 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 17% | 0.82% | AMG Funds LLC |
| 5 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 15% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 6 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 15% | 1.01% | Congress Asset Management Company |
| 7 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX cheaper diff. adviser | 15% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 8 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX cheaper diff. adviser | 15% | 0.95% | Carillon Tower Advisers, Inc. |
| 9 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX cheaper diff. adviser | 15% | 0.95% | Natixis Advisors, LLC |
| 10 | Small Cap Growth Fund · VVSGX cheaper diff. adviser | 15% | 0.88% | The Variable Annuity Life Insurance Company |
| 11 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX cheaper diff. adviser | 14% | 0.95% | Dana Investment Advisors, Inc. |
| 12 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 14% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 13 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 14% | 0.82% | AMG Funds LLC |
| 14 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper diff. adviser | 14% | 0.00% | American Century Investment Management, Inc. |
| 15 | MetLife Small Company Equity Fund · MSVIX, MSVVX cheaper diff. adviser | 14% | 0.99% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 16 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 14% | 0.69% | Macquarie Investment Management Business Trust |
| 17 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX cheaper diff. adviser | 14% | 0.96% | Aristotle Investment Services, LLC |
| 18 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 14% | 0.67% | AMG Funds LLC |
| 19 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 14% | 0.83% | — |
| 20 | Penn Series SMID Cap Value Fund diff. adviser | 14% | 1.16% | Penn Mutual Asset Management, LLC |
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