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 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper | 97% | 0.76% | Touchstone Advisors, Inc. |
| 2 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 20% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 3 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX | 20% | 0.95% | — |
| 4 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX diff. adviser | 16% | 0.89% | Victory Capital Management Inc. |
| 5 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX diff. adviser | 16% | 0.95% | Dana Investment Advisors, Inc. |
| 6 | Small Cap Core Fund · JCCIX, JCCAX, JORSX diff. adviser | 15% | 0.86% | John Hancock Investment Management LLC |
| 7 | M3Sixty Small Cap Growth Fund · MCSCX diff. adviser | 15% | 0.99% | M3Sixty Capital, LLC |
| 8 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 15% | 0.77% | Virtus Investment Advisers, LLC |
| 9 | Small Cap Core Trust · JAHBX, JESVX, JAGZX diff. adviser | 15% | 0.87% | John Hancock Variable Trust Advisers LLC |
| 10 | Oberweis Small-Cap Opportunities Fund · OBSOX, OBSIX diff. adviser | 14% | 1.00% | Oberweis Asset Management, Inc. |
| 11 | Penn Series SMID Cap Growth Fund diff. adviser | 14% | 1.04% | Penn Mutual Asset Management, LLC |
| 12 | Kennedy Capital ESG SMID Cap Fund · KESGX, ESGSX diff. adviser | 14% | 0.82% | Kennedy Capital Management LLC |
| 13 | Small Cap Equity Portfolio · GTCSX, GTSCX cheaper diff. adviser | 14% | 0.72% | Glenmede Investment Management LP |
| 14 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 14% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 15 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX diff. adviser | 14% | 0.85% | Aristotle Investment Services, LLC |
| 16 | Neuberger Berman Genesis Portfolio diff. adviser | 13% | 0.81% | Brighthouse Investment Advisers, LLC |
| 17 | DWS Small Cap Growth Fund · SSDIX, SSDAX, SSDCX, SSDSX, SSDZX diff. adviser | 13% | 0.89% | DWS Investment Management Americas, Inc. |
| 18 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 13% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 19 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX diff. adviser | 13% | 0.96% | Aristotle Investment Services, LLC |
| 20 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 13% | 0.90% | Tributary Capital Management, LLC |
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