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 | MFS New Discovery Value Portfolio | 91% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Blended Research Small Cap Equity Portfolio cheaper | 35% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Blended Research Small Cap Equity Fund · BRSDX, BRSBX, BRSHX, BRSJX, BRSPX, BRSSX, BRSTX, BRSUX, BRSYX cheaper | 33% | 0.66% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Victory Integrity Small-Cap Value Fund · VSCVX, MCVSX, MRVSX, MVSSX, VSVIX diff. adviser | 21% | 0.96% | Victory Capital Management Inc. |
| 5 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper | 21% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS New Discovery Series | 20% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX cheaper diff. adviser | 20% | 0.71% | Macquarie Investment Management Business Trust |
| 8 | Nomura VIP Small Cap Value Series cheaper diff. adviser | 19% | 0.74% | Macquarie Investment Management Business Trust |
| 9 | Bridge Builder Small/Mid Cap Value Fund · BBVSX cheaper diff. adviser | 19% | 0.38% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 10 | JPMorgan Active Small Cap Value ETF · JPSV cheaper diff. adviser | 17% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 11 | AB Discovery Value Portfolio cheaper diff. adviser | 16% | 0.81% | AllianceBernstein L.P. |
| 12 | Penn Series SMID Cap Value Fund diff. adviser | 16% | 1.16% | Penn Mutual Asset Management, LLC |
| 13 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX cheaper diff. adviser | 16% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | MML Small/Mid Cap Value Fund cheaper diff. adviser | 16% | 0.83% | MML Investment Advisers, LLC |
| 15 | Fidelity Series Small Cap Core Fund · FSSLX cheaper diff. adviser | 16% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 17 | AB Discovery Value Fund · ABASX, ABCSX, ABYSX, ABSIX, ABSZX cheaper diff. adviser | 16% | 0.81% | AllianceBernstein L.P. |
| 18 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX cheaper diff. adviser | 16% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 19 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper diff. adviser | 16% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 20 | SA AB Small & Mid Cap Value Portfolio diff. adviser | 16% | 0.90% | SunAmerica Asset Management, LLC |
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