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 International Small-Mid Cap Fund · VISAX, VCISX, VIISX, VRISX cheaper | 40% | 1.08% | — |
| 2 | Virtus KAR Small-Cap Growth Series cheaper | 30% | 0.89% | Virtus Investment Advisers, LLC |
| 3 | Virtus KAR Small-Cap Growth Fund · PSGAX, PSGCX, PXSGX, VRSGX cheaper | 30% | 1.01% | — |
| 4 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX cheaper | 29% | 0.92% | — |
| 5 | Virtus KAR Emerging Markets Small-Cap Fund · VAESX, VCESX, VIESX, VRESX | 24% | 1.30% | — |
| 6 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 18% | 0.89% | — |
| 7 | Virtus KAR Developing Markets Fund · VDMCX, VIDMX, VDMRX, VDMAX cheaper | 18% | 1.03% | — |
| 8 | FMI Common Stock Fund · FMIMX, FMIUX cheaper diff. adviser | 11% | 0.84% | Fiduciary Management, Inc. |
| 9 | Virtus KAR Small-Cap Value Series cheaper | 11% | 1.10% | Virtus Investment Advisers, LLC |
| 10 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 10% | 0.89% | — |
| 11 | Virtus Tactical Allocation Fund · NAINX, POICX, VTAIX, VTARX cheaper | 9% | 0.60% | — |
| 12 | Virtus Tactical Allocation Series cheaper | 9% | 0.95% | Virtus Investment Advisers, LLC |
| 13 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 9% | 0.89% | Lincoln Financial Investments Corporation |
| 14 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 8% | 0.98% | Voya Investments, LLC |
| 15 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX diff. adviser | 8% | 1.34% | BAMCO, Inc. |
| 16 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 8% | 0.82% | — |
| 17 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 8% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 18 | Boston Trust Walden Small Cap Fund · BOSOX cheaper diff. adviser | 7% | 1.00% | Boston Trust Walden Inc. |
| 19 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX cheaper diff. adviser | 7% | 0.97% | EULAV Asset Management |
| 20 | Brown Capital Management International Small Company Fund · BCSFX, BCSVX cheaper diff. adviser | 6% | 1.06% | Brown Capital Management, LLC |
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