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 | SmallCap Value Fund II · PJARX, PLARX, PPVIX, PSMJX, PSMVX cheaper diff. adviser | 43% | 0.89% | Principal Global Investors, LLC |
| 2 | Column Small Cap Fund · CFSLX cheaper | 21% | 0.63% | — |
| 3 | Column Small Cap Select Fund · CFSSX cheaper | 21% | 0.65% | — |
| 4 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX cheaper diff. adviser | 17% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 5 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX cheaper diff. adviser | 15% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 6 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 15% | 0.81% | Brighthouse Investment Advisers, LLC |
| 7 | Small-Company Stock Fund · HSCSX diff. adviser | 15% | 1.14% | Homestead Advisers Corp. |
| 8 | Harbor SMID Cap Value ETF · EPSV cheaper diff. adviser | 15% | 0.88% | Harbor Capital Advisors, Inc. |
| 9 | Victory Integrity Small/Mid-Cap Value Fund · MAISX, MYISX, MIRSX, MMMSX cheaper diff. adviser | 14% | 0.83% | Victory Capital Management Inc. |
| 10 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 14% | 0.84% | Columbia Management Investment Advisers, LLC |
| 11 | Harbor SMID Cap Core ETF · EPSB cheaper diff. adviser | 14% | 0.88% | Harbor Capital Advisors, Inc. |
| 12 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 14% | 0.97% | HORIZON INVESTMENTS LLC. |
| 13 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 14 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 13% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 15 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX cheaper diff. adviser | 13% | 0.85% | Victory Capital Management Inc. |
| 16 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 17 | MFS New Discovery Value Portfolio cheaper diff. adviser | 13% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | ClearBridge Small Cap Fund · LMARX, LMNSX, LMSAX, LMASX, LGASX, LISGX cheaper diff. adviser | 13% | 0.74% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | MID-CAP VALUE PROFUND · MLPIX, MLPSX diff. adviser | 13% | 1.78% | ProFund Advisors LLC |
| 20 | PROFUND VP MIDCAP VALUE diff. adviser | 13% | 1.68% | ProFund Advisors LLC |
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