KSVLX
Kennedy Capital Small Cap Value Fund
INVESTMENT MANAGERS SERIES TRUST II

Similar funds

Computed 2026-07-05

Funds 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.

#FundOverlapNet exp.Adviser
1 State Street Institutional Small-Cap Equity Fund · SIVIX, SSQSX cheaper diff. adviser 19% 0.75% SSGA Funds Management, Inc.
2 State Street Small-Cap Equity V.I.S. Fund · SSSEX diff. adviser 19% 1.44% SSGA Funds Management, Inc.
3 Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser 18% 0.84% Columbia Management Investment Advisers, LLC
4 Kennedy Capital ESG SMID Cap Fund · KESGX, ESGSX cheaper 16% 0.82% Kennedy Capital Management LLC
5 SBH SMALL CAP VALUE FUND · SBHVX, SBRVX diff. adviser 16% 0.99% SEGALL BRYANT AND HAMILL LLC
6 JPMorgan Active Small Cap Value ETF · JPSV cheaper diff. adviser 15% 0.74% J.P. Morgan Investment Management, Inc.
7 NORTH SQUARE SMALL CAP VALUE FUND · DRISX, DRSVX diff. adviser 15% 1.05% North Square Investments, LLC
8 Invesco Small Cap Equity Fund · SMEAX, SMECX, SMERX, SMEIX, SMEYX, SMEFX cheaper diff. adviser 15% 0.81% Invesco Advisers, Inc.
9 TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser 15% 0.95% Tributary Capital Management, LLC
10 Invesco V.I. Small Cap Equity Fund diff. adviser 15% 0.95% Invesco Advisers, Inc.
11 Penn Series Small Cap Value Fund diff. adviser 14% 0.98% Penn Mutual Asset Management, LLC
12 iMGP Small Company Fund · PFSVX diff. adviser 14% 1.17% IM Global Partner Fund Management, LLC
13 JAMES SMALL CAP FUND · JASCX diff. adviser 14% 1.51% James Investment Research, Inc.
14 MOA SMALL CAP VALUE FUND cheaper diff. adviser 14% 0.82% MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
15 Small Cap Value Fund · VVSCX cheaper diff. adviser 13% 0.84% The Variable Annuity Life Insurance Company
16 Nuveen Small Cap Value Fund · FSCAX, FSCVX, FSCCX, FSCWX cheaper diff. adviser 13% 0.78% Nuveen Fund Advisors, LLC
17 Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX 13% 0.95%
18 JPMorgan Small Cap Value Portfolio cheaper diff. adviser 13% 0.77% Brighthouse Investment Advisers, LLC
19 JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX cheaper diff. adviser 13% 0.74% J.P. Morgan Investment Management, Inc.
20 Boston Trust Walden Small Cap Fund · BOSOX diff. adviser 13% 1.00% Boston Trust Walden Inc.

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