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 | AMG River Road Small Cap Value Fund · ARSVX, ARSIX, ARZMX | 17% | 1.00% | AMG Funds LLC |
| 2 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 16% | 0.92% | — |
| 3 | Touchstone Funds Group Trust-Touchstone Mid Cap Fund · TMCPX, TMCTX, TMAPX, TMCJX, TMPIX, TMPRX cheaper | 14% | 0.81% | — |
| 4 | AMG River Road Small-Mid Cap Value Fund · ARSMX, ARIMX, ARSZX | 13% | 0.97% | AMG Funds LLC |
| 5 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX | 13% | 0.95% | Tributary Capital Management, LLC |
| 6 | Mid Cap Core Portfolio I | 12% | — | UBS Trust Company of Puerto Rico |
| 7 | First Trust/Confluence Small Cap Value Fund · FOVAX, FOVCX, FOVIX | 11% | 1.35% | First Trust Advisors L.P. |
| 8 | Touchstone Strategic Trust-Touchstone Small Company Fund · SAGWX, SSCOX, SIGWX, SSRRX, TICSX cheaper | 11% | 0.80% | Touchstone Advisors, Inc. |
| 9 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 10% | 0.82% | — |
| 10 | Virtus KAR Small-Cap Value Series | 10% | 1.10% | Virtus Investment Advisers, LLC |
| 11 | Invesco S&P SmallCap Industrials ETF · PSCI cheaper | 10% | 0.29% | Invesco Capital Management LLC |
| 12 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 9% | 0.89% | — |
| 13 | Lord Abbett Focused Small Cap Value Fund · LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX | 9% | 0.99% | Lord, Abbett & Co. LLC |
| 14 | Opus Small Cap Value ETF · OSCV cheaper | 9% | 0.79% | Aptus Capital Advisors, LLC |
| 15 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper | 9% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 16 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 9% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 17 | Argent Focused Small Cap ETF · ALIL cheaper | 9% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper | 8% | 0.76% | Touchstone Advisors, Inc. |
| 19 | Madison Small Cap Fund · MASMX, BVAOX, MSCIX, MSCRX | 8% | 0.92% | Madison Asset Management, LLC |
| 20 | Boston Trust Walden Small Cap Fund · BOSOX | 8% | 1.00% | Boston Trust Walden Inc. |
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