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 | Foreign Smaller Companies Series · TFSCX | 32% | 1.11% | Templeton Investment Counsel, LLC |
| 2 | Madison Small Cap Fund · MASMX, BVAOX, MSCIX, MSCRX cheaper diff. adviser | 7% | 0.92% | Madison Asset Management, LLC |
| 3 | Lazard Retirement US Small Cap Equity Select Portfolio cheaper diff. adviser | 7% | 0.95% | Lazard Asset Management LLC |
| 4 | Lazard US Small Cap Equity Select Portfolio · LZCOX, LZSCX, RLSMX cheaper diff. adviser | 7% | 0.90% | Lazard Asset Management LLC |
| 5 | HARTFORD SMALL COMPANY HLS FUND · HIASX, HDMBX cheaper diff. adviser | 6% | 0.80% | Hartford Funds Management Company, LLC |
| 6 | Small Cap Stock Trust · JAGPX, JESGX, JAGQX diff. adviser | 6% | 1.07% | John Hancock Variable Trust Advisers LLC |
| 7 | Royce Smaller-Companies Growth Fund · RVPIX, RYVPX, RVPHX diff. adviser | 6% | 1.02% | Royce Investment Partners |
| 8 | Schwab Ariel Opportunities ETF · SAEF cheaper diff. adviser | 6% | 0.59% | Charles Schwab Investment Management, Inc. |
| 9 | Lazard Global Small Cap Equity Portfolio · LZSMX, LZISX, RLICX diff. adviser | 6% | 0.98% | Lazard Asset Management LLC |
| 10 | MML Small Cap Growth Equity Fund diff. adviser | 6% | 1.08% | MML Investment Advisers, LLC |
| 11 | Allspring Special Small Cap Value Fund · ESPAX, ESPCX, ESPIX, ESPNX, ESPRX cheaper diff. adviser | 6% | 0.82% | Allspring Funds Management, LLC |
| 12 | abrdn Focused U.S. Small Cap Active ETF cheaper diff. adviser | 6% | 0.65% | abrdn Inc. |
| 13 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX cheaper diff. adviser | 6% | 0.95% | abrdn Inc. |
| 14 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX cheaper diff. adviser | 6% | 0.85% | Victory Capital Management Inc. |
| 15 | Small Cap Core Portfolio I diff. adviser | 6% | — | UBS Trust Company of Puerto Rico |
| 16 | AMG TimesSquare International Small Cap Fund · TCMIX, TCMPX, TQTIX diff. adviser | 6% | 1.05% | AMG Funds LLC |
| 17 | LKCM Small Cap Equity Fund · LKSCX diff. adviser | 6% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 18 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 6% | 1.59% | Wasatch Advisors LP |
| 19 | Small Cap Special Values Fund · VSSVX diff. adviser | 5% | 1.01% | The Variable Annuity Life Insurance Company |
| 20 | Advisors Capital Small/Mid Cap Fund · ACSMX diff. adviser | 5% | 1.87% | AC FUNDS LLC |
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