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 | Victory RS Small Cap Growth Equity VIP Series | 15% | 0.88% | Victory Capital Management Inc. |
| 2 | Nuveen Small Cap Select ETF · NSCS | 15% | 0.86% | Nuveen Fund Advisors, LLC |
| 3 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper | 15% | 0.15% | UBS Asset Management (Americas) LLC |
| 4 | Victory THB US Small Opportunities Fund · THBVX, THBIX | 14% | 1.25% | Victory Capital Management Inc. |
| 5 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper | 11% | 0.80% | Allspring Funds Management, LLC |
| 6 | Allspring Small Company Growth Portfolio | 9% | — | Allspring Funds Management, LLC |
| 7 | RBC Small Cap Core Fund · TEEAX, RCSIX, RBRCX cheaper | 8% | 0.83% | RBC Global Asset Management (US) Inc. |
| 8 | FIIG US SMALL CAP EQUITY · IUSCX cheaper | 7% | 0.75% | Fisher Asset Management LLC |
| 9 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper | 7% | 0.01% | Fidelity Management & Research Company LLC |
| 10 | THRIVENT CORE SMALL CAP VALUE FUND cheaper | 7% | 0.05% | Thrivent Asset Management, LLC |
| 11 | Victory RS Small Cap Equity Fund | 7% | 1.10% | Victory Capital Management Inc. |
| 12 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 6% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 13 | Small-Mid Cap Equity Fund · TSGUX cheaper | 6% | 0.60% | — |
| 14 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX cheaper | 6% | 0.81% | RBC Global Asset Management (US) Inc. |
| 15 | HSBC Radiant U.S. Smaller Companies Portfolio | 6% | — | HSBC Global Asset Management (USA) Inc. |
| 16 | Sofi Next 500 ETF · SFYX cheaper | 6% | 0.06% | Tidal Investments LLC |
| 17 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 5% | 0.86% | — |
| 18 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 5% | 0.00% | — |
| 19 | RBC Enterprise Fund · TETAX, TETIX | 5% | 1.12% | RBC Global Asset Management (US) Inc. |
| 20 | MassMutual Small Cap Value Equity Fund | 4% | 1.10% | — |
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