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 | Neuberger Berman Mid Cap Intrinsic Value Fund · NBRVX, NBREX, NBRTX, NBRAX, NBRCX, NBRRX, NBMRX cheaper | 31% | 0.75% | Neuberger Berman Investment Advisers LLC |
| 2 | Mid Cap Intrinsic Value Portfolio | 30% | 1.05% | Neuberger Berman Investment Advisers LLC |
| 3 | Column Small Cap Select Fund · CFSSX cheaper | 23% | 0.65% | — |
| 4 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM cheaper diff. adviser | 19% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 5 | Column Small Cap Fund · CFSLX cheaper | 14% | 0.63% | — |
| 6 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX diff. adviser | 13% | 0.96% | Aristotle Investment Services, LLC |
| 7 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper diff. adviser | 12% | 0.85% | Aristotle Investment Services, LLC |
| 8 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 10% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | State Street(R) SPDR(R) S&P Kensho Future Security ETF · FITE cheaper diff. adviser | 10% | 0.45% | SSGA Funds Management, Inc. |
| 10 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX diff. adviser | 10% | 0.86% | Voya Investments, LLC |
| 11 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 10% | 0.84% | Columbia Management Investment Advisers, LLC |
| 12 | Columbia Small Cap Value and Inflection Fund · COVAX, CCTRX, NSVAX, CRRRX, CRRYX, NSVBX cheaper diff. adviser | 9% | 0.77% | Columbia Management Investment Advisers, LLC |
| 13 | SBH SMALL CAP VALUE FUND · SBHVX, SBRVX diff. adviser | 9% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 14 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 9% | 0.86% | Allspring Funds Management, LLC |
| 15 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 9% | 1.06% | Victory Capital Management Inc. |
| 16 | Invesco S&P SmallCap Information Technology ETF · PSCT cheaper diff. adviser | 9% | 0.29% | Invesco Capital Management LLC |
| 17 | Horizon Small/Mid Cap Core Equity ETF cheaper | 9% | 0.75% | — |
| 18 | WesMark Small Company Fund · WMKSX diff. adviser | 9% | 1.23% | WESBANCO INVESTMENT DEPARTMENT |
| 19 | Keeley Small Cap Fund · WWSAX, WWSCX, WESCX, WWSIX diff. adviser | 9% | 1.00% | Gabelli Funds, LLC |
| 20 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 9% | 0.83% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.