Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
| 1 |
Series Q (Small Cap Value Series)
|
92%
|
1.13% |
— |
| 2 |
Guggenheim SMid Cap Value Fund
· SEVAX, SEVSX, SEVPX, SVUIX
cheaper
|
60%
|
0.94% |
— |
| 3 |
Series V (SMid Cap Value Series)
cheaper
|
60%
|
0.88% |
— |
| 4 |
Series O (All Cap Value Series)
cheaper
|
35%
|
0.85% |
— |
| 5 |
Guggenheim Large Cap Value Fund
· SECIX, SEGIX, GILCX, SEGPX
cheaper
|
20%
|
0.87% |
— |
| 6 |
Series B (Large Cap Value Series)
cheaper
|
19%
|
0.77% |
— |
| 7 |
Syntax Stratified MidCap ETF
cheaper
|
10%
|
0.35% |
— |
| 8 |
US VALUE ETF
cheaper
|
9%
|
0.49% |
— |
| 9 |
BNY Mellon Select Managers Small Cap Value Fund
|
9%
|
1.05% |
— |
| 10 |
AZL DFA U.S. Small Cap Fund
cheaper
|
8%
|
0.98% |
Allianz Investment Management LLC |
| 11 |
ClearBridge Small Cap Value Fund
cheaper
|
8%
|
0.90% |
— |
| 12 |
AST Small-Cap Value Portfolio
cheaper
|
8%
|
1.01% |
— |
| 13 |
Small-Mid Cap Equity Fund
· TSGUX
cheaper
|
7%
|
0.60% |
— |
| 14 |
Guggenheim Risk Managed Real Estate Fund
· GURAX, GURCX, GURIX, GURPX
|
7%
|
1.29% |
— |
| 15 |
Allspring Small Cap Fund
cheaper
|
7%
|
0.80% |
— |
| 16 |
MassMutual Small Cap Value Equity Fund
|
7%
|
1.10% |
— |
| 17 |
AlphaMark Actively Managed Small Cap ETF
· SMCP
cheaper
|
7%
|
0.90% |
— |
| 18 |
HARTFORD SMALL CAP GROWTH HLS FUND
cheaper
|
6%
|
0.64% |
— |
| 19 |
The Small Capitalization - Mid Capitalization Equity Portfolio
cheaper
|
6%
|
0.26% |
— |
| 20 |
CornerCap Small-Cap Value Fund
· CSCVX, CSCJX
cheaper
|
6%
|
0.95% |
CornerCap Fundametrics Large-Cap ETF |
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