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 | Virtus KAR Global Small-Cap Fund · RGSAX, RGSCX, DGSCX | 29% | 1.28% | Virtus Investment Advisers, LLC |
| 2 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 28% | 0.82% | — |
| 3 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX | 18% | 0.97% | EULAV Asset Management |
| 4 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper | 18% | 0.85% | Conestoga Capital Advisors, LLC |
| 5 | Virtus KAR Small-Cap Value Series | 18% | 1.10% | Virtus Investment Advisers, LLC |
| 6 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 17% | 0.89% | — |
| 7 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 17% | 0.89% | — |
| 8 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 17% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 9 | Touchstone Funds Group Trust-Touchstone Small Cap Fund · TSFAX, TSFCX, TSFYX, TSFIX | 16% | 0.92% | — |
| 10 | Virtus KAR Small-Cap Growth Series cheaper | 15% | 0.89% | Virtus Investment Advisers, LLC |
| 11 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX | 15% | 1.12% | Royce Investment Partners |
| 12 | Wasatch Small Cap Value Fund · WMCVX, WICVX | 14% | 1.05% | Wasatch Advisors LP |
| 13 | FMI Common Stock Fund · FMIMX, FMIUX cheaper | 13% | 0.84% | Fiduciary Management, Inc. |
| 14 | Virtus KAR Small-Cap Growth Fund · PSGAX, PSGCX, PXSGX, VRSGX | 13% | 1.01% | — |
| 15 | Harbor Active Small Cap ETF · SMLL cheaper | 12% | 0.80% | Harbor Capital Advisors, Inc. |
| 16 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper | 11% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 17 | Wasatch Core Growth Fund · WGROX, WIGRX | 11% | 1.05% | Wasatch Advisors LP |
| 18 | Advisors Capital Small/Mid Cap Fund · ACSMX | 10% | 1.87% | AC FUNDS LLC |
| 19 | Boston Trust Walden Small Cap Fund · BOSOX | 10% | 1.00% | Boston Trust Walden Inc. |
| 20 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper | 10% | 0.48% | ALPS Advisors, Inc. |
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