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 | SouthernSun U.S. Equity Fund · SSEFX, SSEIX | 69% | 1.09% | SouthernSun Asset Management, LLC |
| 2 | State Street Institutional Small-Cap Equity Fund · SIVIX, SSQSX cheaper diff. adviser | 17% | 0.75% | SSGA Funds Management, Inc. |
| 3 | State Street Small-Cap Equity V.I.S. Fund · SSSEX diff. adviser | 17% | 1.44% | SSGA Funds Management, Inc. |
| 4 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX cheaper diff. adviser | 14% | 0.95% | Channing Capital Management, LLC |
| 5 | LVIP Channing Small Cap Value Fund cheaper diff. adviser | 13% | 0.88% | Lincoln Financial Investments Corporation |
| 6 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 11% | 0.82% | — |
| 7 | Paradigm Micro-Cap Fund · PVIVX diff. adviser | 10% | 1.27% | PARADIGM FUNDS ADVISOR LLC |
| 8 | Virtus KAR Small-Cap Growth Series cheaper diff. adviser | 9% | 0.89% | Virtus Investment Advisers, LLC |
| 9 | Virtus KAR Small-Cap Growth Fund · PSGAX, PSGCX, PXSGX, VRSGX cheaper | 9% | 1.01% | — |
| 10 | GRANDEUR PEAK US STALWARTS FUND · GUSYX cheaper diff. adviser | 9% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 11 | Virtus KAR Small-Cap Value Series diff. adviser | 9% | 1.10% | Virtus Investment Advisers, LLC |
| 12 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 9% | 0.89% | — |
| 13 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX cheaper diff. adviser | 9% | 0.86% | Calvert Research and Management |
| 14 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX cheaper diff. adviser | 8% | 0.96% | Boston Management and Research |
| 15 | Champlain Small Company Fund · CIPSX, CIPNX cheaper diff. adviser | 8% | 0.99% | Champlain Investment Partners, LLC |
| 16 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 8% | — | Boston Management and Research |
| 17 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 8% | 0.70% | BAHL & GAYNOR, INC. |
| 18 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 8% | 0.86% | Nicholas Company, Inc. |
| 19 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 8% | 1.01% | Congress Asset Management Company |
| 20 | NICHOLAS PARTNERS SMALL CAP GROWTH FUND · NPSYX, NPSGX cheaper diff. adviser | 7% | 0.99% | Nicholas Investment Partners, L.P. |
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