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 | THRIVENT CORE SMALL CAP VALUE FUND cheaper | 67% | 0.05% | Thrivent Asset Management, LLC |
| 2 | THRIVENT SMALL CAP STOCK PORTFOLIO | 29% | 0.70% | Thrivent Financial for Lutherans |
| 3 | THRIVENT SMALL CAP STOCK FUND · AASMX, TSCSX | 25% | 0.79% | Thrivent Asset Management, LLC |
| 4 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX | 19% | 0.77% | Virtus Investment Advisers, LLC |
| 5 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX | 18% | 0.95% | Carillon Tower Advisers, Inc. |
| 6 | Small-Company Stock Fund · HSCSX | 18% | 1.14% | Homestead Advisers Corp. |
| 7 | Nomura VIP Small Cap Value Series | 16% | 0.74% | Macquarie Investment Management Business Trust |
| 8 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX | 16% | 0.71% | Macquarie Investment Management Business Trust |
| 9 | Nuveen Small Cap Value Fund · FSCAX, FSCVX, FSCCX, FSCWX | 16% | 0.78% | Nuveen Fund Advisors, LLC |
| 10 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX | 14% | 0.89% | Victory Capital Management Inc. |
| 11 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX | 14% | 0.82% | AMG Funds LLC |
| 12 | MOA SMALL CAP VALUE FUND | 14% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX | 12% | 0.82% | Nuveen Fund Advisors, LLC |
| 14 | LVIP Channing Small Cap Value Fund | 12% | 0.88% | Lincoln Financial Investments Corporation |
| 15 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX | 12% | 0.80% | Harbor Capital Advisors, Inc. |
| 16 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX | 12% | 0.92% | Sterling Capital Management LLC |
| 17 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX | 12% | 0.95% | — |
| 18 | Undiscovered Managers Behavioral Value Fund · UBVLX, UBVAX, UBVCX, UBVSX, UBVRX, UBVFX, UBVTX, UBVUX, UBVVX | 12% | 0.80% | J.P. Morgan Investment Management, Inc. |
| 19 | Hunter Small Cap Value Fund · HSCVX | 12% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 20 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX | 12% | 0.95% | Natixis Advisors, LLC |
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