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 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX | 70% | 0.99% | 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 | Mid Cap Stock Portfolio | 18% | 1.14% | Lord, Abbett & Co. LLC |
| 4 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper | 18% | 0.67% | Lord, Abbett & Co. LLC |
| 5 | LVIP Channing Small Cap Value Fund cheaper diff. adviser | 18% | 0.88% | Lincoln Financial Investments Corporation |
| 6 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 16% | 0.95% | Tributary Capital Management, LLC |
| 7 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX diff. adviser | 15% | 0.95% | Channing Capital Management, LLC |
| 8 | Columbia Small Cap Value and Inflection Fund · COVAX, CCTRX, NSVAX, CRRRX, CRRYX, NSVBX cheaper diff. adviser | 14% | 0.77% | Columbia Management Investment Advisers, LLC |
| 9 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX diff. adviser | 14% | 0.99% | Crawford Investment Counsel Inc |
| 10 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 11 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 12 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 13% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 13 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX cheaper diff. adviser | 13% | 0.86% | Voya Investments, LLC |
| 14 | JNL Multi-Manager Small Cap Value Fund cheaper diff. adviser | 12% | 0.79% | Jackson National Asset Management, LLC |
| 15 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 12% | 0.81% | Brighthouse Investment Advisers, LLC |
| 16 | Reinhart Genesis PMV Fund · RPMAX, RPMFX diff. adviser | 12% | 0.95% | Reinhart Partners LLC |
| 17 | Allspring Special Small Cap Value Fund · ESPAX, ESPCX, ESPIX, ESPNX, ESPRX cheaper diff. adviser | 12% | 0.82% | Allspring Funds Management, LLC |
| 18 | Opus Small Cap Value ETF · OSCV cheaper diff. adviser | 12% | 0.79% | Aptus Capital Advisors, LLC |
| 19 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX diff. adviser | 12% | 0.92% | Sterling Capital Management LLC |
| 20 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 12% | 0.98% | Janus Henderson Investors US LLC |
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