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 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 27% | 0.99% | — |
| 2 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX cheaper | 22% | 0.90% | Brinker Capital Investments, LLC |
| 3 | SIIT SMALL CAP II FUND · SECAX cheaper | 21% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Touchstone Strategic Trust-Touchstone Small Company Fund · SAGWX, SSCOX, SIGWX, SSRRX, TICSX cheaper | 20% | 0.80% | Touchstone Advisors, Inc. |
| 5 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX cheaper | 19% | 0.71% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Small Cap Value Series cheaper | 19% | 0.74% | Macquarie Investment Management Business Trust |
| 7 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper | 18% | 0.76% | Touchstone Advisors, Inc. |
| 8 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV cheaper | 18% | 0.80% | First Trust Advisors L.P. |
| 9 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX | 18% | 0.96% | Aristotle Investment Services, LLC |
| 10 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 17% | 0.84% | — |
| 11 | SIMT Small Cap Fund · SLLAX, SMYFX | 16% | 0.98% | — |
| 12 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper | 16% | 0.85% | Aristotle Investment Services, LLC |
| 13 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX | 16% | 0.95% | Tributary Capital Management, LLC |
| 14 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX | 16% | 0.95% | Channing Capital Management, LLC |
| 15 | SBH SMALL CAP CORE FUND · SBHCX, SBASX | 15% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 16 | Invesco Main Street Small Cap Fund cheaper | 15% | 0.69% | Invesco Advisers, Inc. |
| 17 | Invesco V.I. Main Street Small Cap Fund cheaper | 15% | 0.86% | Invesco Advisers, Inc. |
| 18 | Invesco S&P MidCap Value with Momentum ETF · XMVM cheaper | 14% | 0.39% | Invesco Capital Management LLC |
| 19 | Invesco S&P MidCap Low Volatility ETF · XMLV cheaper | 14% | 0.25% | Invesco Capital Management LLC |
| 20 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 14% | 0.78% | BNY Mellon Investment Adviser, Inc. |
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