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 | Victory RS Small Cap Growth Equity VIP Series diff. adviser | 22% | 0.88% | Victory Capital Management Inc. |
| 2 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 20% | 0.15% | UBS Asset Management (Americas) LLC |
| 3 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX diff. adviser | 17% | 0.90% | abrdn Inc. |
| 4 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX cheaper | 15% | 0.84% | — |
| 5 | Allspring Small Company Growth Portfolio diff. adviser | 14% | — | Allspring Funds Management, LLC |
| 6 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX cheaper diff. adviser | 14% | 0.81% | RBC Global Asset Management (US) Inc. |
| 7 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 13% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 13% | 1.25% | Victory Capital Management Inc. |
| 9 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper diff. adviser | 13% | 0.80% | Allspring Funds Management, LLC |
| 10 | THRIVENT CORE SMALL CAP VALUE FUND cheaper diff. adviser | 12% | 0.05% | Thrivent Asset Management, LLC |
| 11 | Penn Capital Mid Cap Core Fund · PSMPX, PSMQX diff. adviser | 12% | 1.06% | Penn Capital Management Company, LLC |
| 12 | RBC Small Cap Core Fund · TEEAX, RCSIX, RBRCX cheaper diff. adviser | 11% | 0.83% | RBC Global Asset Management (US) Inc. |
| 13 | FIIG US SMALL CAP EQUITY · IUSCX cheaper diff. adviser | 11% | 0.75% | Fisher Asset Management LLC |
| 14 | Victory RS Small Cap Equity Fund diff. adviser | 9% | 1.10% | Victory Capital Management Inc. |
| 15 | Small-Mid Cap Equity Fund · TSGUX cheaper | 8% | 0.60% | — |
| 16 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 8% | 0.86% | — |
| 17 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 7% | — | HSBC Global Asset Management (USA) Inc. |
| 18 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 7% | 0.35% | Victory Capital Management Inc. |
| 19 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper diff. adviser | 7% | 0.41% | Victory Capital Management Inc. |
| 20 | RBC Enterprise Fund · TETAX, TETIX diff. adviser | 6% | 1.12% | RBC Global Asset Management (US) Inc. |
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