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 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX cheaper | 70% | 0.89% | Lord, Abbett & Co. LLC |
| 2 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX cheaper | 28% | 0.84% | Lord, Abbett & Co. LLC |
| 3 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper | 19% | 0.67% | Lord, Abbett & Co. LLC |
| 4 | Mid Cap Stock Portfolio | 19% | 1.14% | Lord, Abbett & Co. LLC |
| 5 | LVIP Channing Small Cap Value Fund cheaper diff. adviser | 19% | 0.88% | Lincoln Financial Investments Corporation |
| 6 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX cheaper diff. adviser | 17% | 0.95% | Channing Capital Management, LLC |
| 7 | Reinhart Genesis PMV Fund · RPMAX, RPMFX cheaper diff. adviser | 15% | 0.95% | Reinhart Partners LLC |
| 8 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 13% | 1.12% | Royce Investment Partners |
| 9 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX cheaper diff. adviser | 13% | 0.95% | Tributary Capital Management, LLC |
| 10 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 11 | PGIM Jennison Small Company Fund · PGOAX, PSCCX, PSCZX, JSCRX, PJSQX, PSCHX, PSCJX cheaper | 12% | 0.69% | — |
| 12 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX cheaper diff. adviser | 12% | 0.92% | Sterling Capital Management LLC |
| 13 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX cheaper diff. adviser | 12% | 0.90% | Tributary Capital Management, LLC |
| 14 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX diff. adviser | 12% | 0.99% | Crawford Investment Counsel Inc |
| 15 | Heartland Value Plus Fund · HRVIX, HNVIX cheaper diff. adviser | 11% | 0.94% | Heartland Advisors |
| 16 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 11% | 0.81% | Brighthouse Investment Advisers, LLC |
| 17 | Opus Small Cap Value ETF · OSCV cheaper diff. adviser | 11% | 0.79% | Aptus Capital Advisors, LLC |
| 18 | Fidelity Small Cap Discovery Fund · FSCRX cheaper diff. adviser | 11% | 0.91% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Series Small Cap Discovery Fund · FJACX cheaper diff. adviser | 11% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 11% | 0.02% | Neuberger Berman Investment Advisers LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.