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 | Columbia Select Small Cap Value Fund · SSCVX, SSVIX, CSSZX, CSSYX cheaper diff. adviser | 12% | 0.86% | Columbia Management Investment Advisers, LLC |
| 2 | Infrastructure Capital Equity Income ETF · ICAP | 11% | 2.47% | Infrastructure Capital Advisors, LLC |
| 3 | Columbia Variable Portfolio - Select Small Cap Value Fund cheaper diff. adviser | 11% | 0.85% | Columbia Management Investment Advisers, LLC |
| 4 | Leadershares Alphafactor Tactical Focused ETF cheaper diff. adviser | 9% | 0.99% | Redwood Investment Management, LLC |
| 5 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX cheaper diff. adviser | 9% | 0.90% | AMG Funds LLC |
| 6 | Invesco Small Cap Equity Fund · SMEAX, SMECX, SMERX, SMEIX, SMEYX, SMEFX cheaper diff. adviser | 9% | 0.81% | Invesco Advisers, Inc. |
| 7 | Invesco V.I. Small Cap Equity Fund cheaper diff. adviser | 9% | 0.95% | Invesco Advisers, Inc. |
| 8 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 9% | 0.80% | Harbor Capital Advisors, Inc. |
| 9 | Nomura VIP Smid Cap Core Series cheaper diff. adviser | 9% | 1.18% | Macquarie Investment Management Business Trust |
| 10 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX cheaper diff. adviser | 9% | 0.77% | Macquarie Investment Management Business Trust |
| 11 | Nomura VIP Opportunity Series cheaper diff. adviser | 9% | 0.83% | Macquarie Investment Management Business Trust |
| 12 | LVIP Nomura SMID Cap Core Fund cheaper diff. adviser | 9% | 0.80% | Lincoln Financial Investments Corporation |
| 13 | Invesco Small Cap Value Fund · VSCAX, VSMCX, VSMIX cheaper diff. adviser | 9% | 0.72% | Invesco Advisers, Inc. |
| 14 | BNY Mellon Small/Mid Cap Growth Fund · SDSCX, DBMAX, DBMCX, DBMYX, DBMZX cheaper | 8% | 0.69% | — |
| 15 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 8% | 0.02% | Carillon Tower Advisers, Inc. |
| 16 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX cheaper diff. adviser | 8% | 0.99% | Lord, Abbett & Co. LLC |
| 17 | Sit Small Cap Dividend Growth Fund · SSCDX, SDFSX cheaper diff. adviser | 8% | 0.90% | Sit Investment Associates, Inc. |
| 18 | FundX Future Fund Opportunities ETF · FFOX cheaper | 8% | 1.02% | — |
| 19 | PGIM Jennison Small Company Fund · PGOAX, PSCCX, PSCZX, JSCRX, PJSQX, PSCHX, PSCJX cheaper | 8% | 0.69% | — |
| 20 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX cheaper diff. adviser | 7% | 0.81% | Sterling Capital Management LLC |
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