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 | JNL Multi-Manager Small Cap Value Fund cheaper diff. adviser | 29% | 0.79% | Jackson National Asset Management, LLC |
| 2 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX cheaper | 20% | 0.90% | Reinhart Partners LLC |
| 3 | Embark Small Cap Equity Fund · ESCQX, ESCWX cheaper diff. adviser | 18% | 0.61% | Harbor Capital Advisors, Inc. |
| 4 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 15% | 0.99% | Lord, Abbett & Co. LLC |
| 5 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX cheaper diff. adviser | 13% | 0.84% | Lord, Abbett & Co. LLC |
| 6 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX cheaper diff. adviser | 12% | 0.89% | Lord, Abbett & Co. LLC |
| 7 | RIVER OAK DISCOVERY FUND · RIVSX diff. adviser | 12% | 1.23% | Oak Associates, Ltd. |
| 8 | Sovereign's Capital Flourish Fund · SOVF cheaper diff. adviser | 11% | 0.75% | Sovereign's Capital Management, LLC |
| 9 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 11% | 1.01% | Congress Asset Management Company |
| 10 | North Star Small Cap Value Fund · WSCVX, WFICX diff. adviser | 11% | 1.52% | North Star Investment Management Corp. |
| 11 | Reinhart International PMV Fund · RPMYX | 11% | 0.95% | Reinhart Partners LLC |
| 12 | Mid Cap Stock Portfolio diff. adviser | 10% | 1.14% | Lord, Abbett & Co. LLC |
| 13 | LORD ABBETT MID CAP STOCK FUND INC · LAVLX, LMCCX, LMCPX, LMCYX, LMCFX, LMCQX, LMCRX, LMCSX, LMCTX, LMCHX, LOVLX cheaper diff. adviser | 10% | 0.67% | Lord, Abbett & Co. LLC |
| 14 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX diff. adviser | 10% | 0.95% | Channing Capital Management, LLC |
| 15 | LVIP Channing Small Cap Value Fund cheaper diff. adviser | 9% | 0.88% | Lincoln Financial Investments Corporation |
| 16 | Fidelity Small Cap Stock Fund · FSLCX cheaper diff. adviser | 9% | 0.87% | Fidelity Management & Research Company LLC |
| 17 | JAMES MICRO CAP FUND · JMCRX diff. adviser | 9% | 1.50% | James Investment Research, Inc. |
| 18 | Applied Finance IVS US SMID ETF · IVSS cheaper diff. adviser | 9% | 0.59% | Applied Finance Advisors, LLC |
| 19 | Fidelity Small Cap Stock K6 Fund · FKICX cheaper diff. adviser | 9% | 0.60% | Fidelity Management & Research Company LLC |
| 20 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX cheaper diff. adviser | 9% | 0.89% | Victory Capital Management Inc. |
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