Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
| 1 |
Strategic Advisers Small-Mid Cap Fund
cheaper
|
32%
|
0.38% |
— |
| 2 |
Syntax Stratified MidCap ETF
cheaper
|
29%
|
0.35% |
— |
| 3 |
AST Small-Cap Value Portfolio
|
22%
|
1.01% |
— |
| 4 |
VictoryShares US Small Cap Volatility Wtd ETF
· CSA
cheaper
|
20%
|
0.35% |
Victory Capital Management Inc. |
| 5 |
VictoryShares US Discovery Enhanced Volatility Wtd ETF
· CSF
cheaper
|
20%
|
0.41% |
Victory Capital Management Inc. |
| 6 |
RiverNorth Patriot ETF
|
19%
|
0.70% |
TrueMark Investments, LLC |
| 7 |
Syntax Stratified SmallCap ETF
cheaper
|
14%
|
0.40% |
— |
| 8 |
BNY Mellon Select Managers Small Cap Growth Fund
|
13%
|
0.98% |
— |
| 9 |
AST Mid-Cap Value Portfolio
|
12%
|
1.02% |
— |
| 10 |
MassMutual Mid Cap Value Fund
|
11%
|
0.69% |
— |
| 11 |
Victory US Enhanced Vol Wtd Index
· CUHAX, CUHCX, CUHIX
|
10%
|
0.76% |
Victory Capital Management Inc. |
| 12 |
AST Mid-Cap Growth Portfolio
|
10%
|
1.12% |
— |
| 13 |
CornerCap Small-Cap Value Fund
· CSCVX, CSCJX
|
10%
|
0.95% |
CornerCap Fundametrics Large-Cap ETF |
| 14 |
SA Multi-Managed Growth Portfolio
|
10%
|
1.08% |
SunAmerica Asset Management, LLC |
| 15 |
Steward Small Cap Growth Fund
· SKGAX, SKGCX, SKGIX, SKGRX
|
10%
|
1.00% |
— |
| 16 |
MassMutual Small Cap Value Equity Fund
|
10%
|
1.10% |
— |
| 17 |
BNY Mellon Select Managers Small Cap Value Fund
|
10%
|
1.05% |
— |
| 18 |
Fidelity Advisor Series Small Cap Fund
· FSSFX
cheaper
|
10%
|
0.01% |
Fidelity Management & Research Company LLC |
| 19 |
SA Multi-Managed Moderate Growth Portfolio
|
9%
|
1.04% |
SunAmerica Asset Management, LLC |
| 20 |
Natixis Target Retirement 2060 Fund
· NSFMX
cheaper
|
9%
|
0.49% |
Natixis Advisors, LLC |
Machine-readable:
JSON ·
Markdown.
Programmatic access via the agent surface.