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 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 20% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 19% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 3 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 12% | 0.92% | — |
| 4 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 11% | 0.88% | Voya Investments, LLC |
| 5 | Lazard Retirement US Small Cap Equity Select Portfolio diff. adviser | 11% | 0.95% | Lazard Asset Management LLC |
| 6 | Lazard US Small Cap Equity Select Portfolio · LZCOX, LZSCX, RLSMX diff. adviser | 11% | 0.90% | Lazard Asset Management LLC |
| 7 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX diff. adviser | 9% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 8 | Amplify Cash Flow Dividend Leaders ETF cheaper | 9% | 0.19% | — |
| 9 | Amplify COWS Covered Call ETF cheaper | 9% | 0.65% | — |
| 10 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 8% | 1.12% | Royce Investment Partners |
| 11 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX | 8% | 0.82% | — |
| 12 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX diff. adviser | 8% | 0.99% | Lord, Abbett & Co. LLC |
| 13 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 8% | 0.95% | Copeland Capital Management, LLC |
| 14 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX diff. adviser | 8% | 0.86% | Calvert Research and Management |
| 15 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 8% | — | Boston Management and Research |
| 16 | VELA SMALL CAP FUND diff. adviser | 8% | 1.09% | VELA Investment Management, LLC |
| 17 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX diff. adviser | 8% | 0.96% | Boston Management and Research |
| 18 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX diff. adviser | 8% | 0.89% | Lord, Abbett & Co. LLC |
| 19 | RMB Small Cap Fund · RMBBX diff. adviser | 8% | 0.96% | Curi RMB Capital, LLC |
| 20 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper diff. adviser | 8% | 0.35% | Invesco Capital Management LLC |
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