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 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX | 36% | 0.90% | AMG Funds LLC |
| 2 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper | 24% | 0.67% | AMG Funds LLC |
| 3 | Penn Series Small Cap Value Fund diff. adviser | 19% | 0.98% | Penn Mutual Asset Management, LLC |
| 4 | abrdn Focused U.S. Small Cap Active ETF cheaper diff. adviser | 17% | 0.65% | abrdn Inc. |
| 5 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX diff. adviser | 17% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 6 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX diff. adviser | 17% | 0.95% | abrdn Inc. |
| 7 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX cheaper diff. adviser | 16% | 0.71% | Macquarie Investment Management Business Trust |
| 8 | Nomura VIP Small Cap Value Series cheaper diff. adviser | 16% | 0.74% | Macquarie Investment Management Business Trust |
| 9 | MFS New Discovery Value Portfolio cheaper diff. adviser | 16% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX cheaper diff. adviser | 15% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 15% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 12 | Loomis Sayles Small Cap Core Portfolio diff. adviser | 15% | 0.90% | Brighthouse Investment Advisers, LLC |
| 13 | Small Cap Equity Portfolio · GTCSX, GTSCX cheaper diff. adviser | 15% | 0.72% | Glenmede Investment Management LP |
| 14 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper | 15% | 0.82% | AMG Funds LLC |
| 15 | Loomis Sayles Small Cap Value Fund · LSSCX, LSCRX, LSVAX, LSCNX cheaper diff. adviser | 14% | 0.85% | Loomis, Sayles & Company, L.P. |
| 16 | MOA SMALL CAP VALUE FUND cheaper diff. adviser | 14% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 17 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 14% | 0.82% | Loomis, Sayles & Company, L.P. |
| 18 | Allspring Small Company Value Portfolio diff. adviser | 14% | — | Allspring Funds Management, LLC |
| 19 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 13% | 0.69% | Macquarie Investment Management Business Trust |
| 20 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 13% | 0.88% | Brighthouse Investment Advisers, LLC |
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