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 | Thornburg Small/Mid Cap Growth Fund · THCGX, TCGCX, THIGX, THGRX, TCGRX, THCRX, TFGZ | 30% | 0.79% | Thornburg Investment Management, Inc. |
| 2 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 13% | 0.97% | AMG Funds LLC |
| 3 | Invesco Small Cap Equity Fund · SMEAX, SMECX, SMERX, SMEIX, SMEYX, SMEFX diff. adviser | 13% | 0.81% | Invesco Advisers, Inc. |
| 4 | Invesco V.I. Small Cap Equity Fund diff. adviser | 13% | 0.95% | Invesco Advisers, Inc. |
| 5 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX diff. adviser | 12% | 0.95% | Dana Investment Advisors, Inc. |
| 6 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 12% | 0.75% | Tidal Investments LLC |
| 7 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 12% | 0.82% | AMG Funds LLC |
| 8 | MML Invesco Discovery Mid Cap Fund diff. adviser | 12% | 0.83% | MML Investment Advisers, LLC |
| 9 | Thornburg Investment Grade Bond Managed Account Fund · TIGMX cheaper | 12% | 0.00% | Thornburg Investment Management, Inc. |
| 10 | Thornburg Global Opportunities Fund · THOAX, THOCX, THOIX, THORX, THOVX, THOFX, THOGX | 12% | 0.89% | Thornburg Investment Management, Inc. |
| 11 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO · IAMOX, IIMOX, ISMOX, IMOPX, VMCRX cheaper diff. adviser | 11% | 0.75% | Voya Investments, LLC |
| 12 | Vaughan Nelson Mid Cap Fund · VNVAX, VNVCX, VNVYX, VNVNX, VNVTX diff. adviser | 11% | 0.85% | Natixis Advisors, LLC |
| 13 | VOYA MIDCAP OPPORTUNITIES FUND · NMCAX, NMCCX, NMCIX, IMOWX, IMORX, IMOZX diff. adviser | 11% | 0.83% | Voya Investments, LLC |
| 14 | Fidelity Advisor Stock Selector Mid Cap Fund · FMCDX, FMCEX, FMCAX, FMCCX, FSSMX, FSLZX cheaper diff. adviser | 11% | 0.60% | Fidelity Management & Research Company LLC |
| 15 | First Eagle US Smid Cap Opportunity Fund diff. adviser | 11% | 0.95% | First Eagle Investment Management, LLC |
| 16 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 11% | 0.82% | Loomis, Sayles & Company, L.P. |
| 17 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 11% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 18 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 11% | 0.88% | Brighthouse Investment Advisers, LLC |
| 19 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX diff. adviser | 11% | 0.94% | Victory Capital Management Inc. |
| 20 | William Blair Small-Mid Cap Core Fund · WBCIX, WBCRX diff. adviser | 11% | 0.90% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
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