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 | Harbor Small Cap Value Fund · HASCX, HSVRX, HISVX, HNVRX cheaper diff. adviser | 16% | 0.80% | Harbor Capital Advisors, Inc. |
| 2 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 14% | 0.69% | Macquarie Investment Management Business Trust |
| 3 | Sit Small Cap Dividend Growth Fund · SSCDX, SDFSX cheaper diff. adviser | 14% | 0.90% | Sit Investment Associates, Inc. |
| 4 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX cheaper diff. adviser | 12% | 0.90% | AMG Funds LLC |
| 5 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX cheaper diff. adviser | 12% | 0.86% | Voya Investments, LLC |
| 6 | Invesco S&P SmallCap Industrials ETF · PSCI cheaper diff. adviser | 12% | 0.29% | Invesco Capital Management LLC |
| 7 | Transamerica Small Cap Value · TSLCX, TSLIX, TSLAX, TRSLX, TSLFX, TSLTX, TSLRX cheaper diff. adviser | 11% | 0.89% | Transamerica Asset Management, Inc. |
| 8 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX cheaper diff. adviser | 11% | 0.90% | AMG Funds LLC |
| 9 | Columbia Small Cap Value and Inflection Fund · COVAX, CCTRX, NSVAX, CRRRX, CRRYX, NSVBX cheaper diff. adviser | 11% | 0.77% | Columbia Management Investment Advisers, LLC |
| 10 | NYLI WMC Small Companies Fund · MOPCX, MOPIX, MOINX, MOPAX cheaper diff. adviser | 11% | 0.90% | New York Life Investment Management LLC |
| 11 | Small Cap Core Trust · JAHBX, JESVX, JAGZX cheaper diff. adviser | 11% | 0.87% | John Hancock Variable Trust Advisers LLC |
| 12 | Voya MI Dynamic Small Cap Fund · VYSGX, VYSDX, VYSAX, VYSZX, VYSYX, VYSEX cheaper diff. adviser | 11% | 0.00% | Voya Investments, LLC |
| 13 | SA Franklin Small Company Value Portfolio cheaper diff. adviser | 11% | 0.98% | SunAmerica Asset Management, LLC |
| 14 | Small Cap Core Fund · JCCIX, JCCAX, JORSX cheaper diff. adviser | 11% | 0.86% | John Hancock Investment Management LLC |
| 15 | VOYA SMALL COMPANY PORTFOLIO · IVCSX, IVPSX, IASCX, VSPRX cheaper diff. adviser | 11% | 0.79% | Voya Investments, LLC |
| 16 | Small-Cap Equity Portfolio cheaper diff. adviser | 11% | 0.74% | Pacific Life Fund Advisors LLC |
| 17 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 11% | 0.76% | Macquarie Investment Management Business Trust |
| 18 | SFT Macquarie Small Cap Growth Fund diff. adviser | 11% | 1.31% | Securian Asset Management, Inc. |
| 19 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX cheaper diff. adviser | 10% | 0.96% | Aristotle Investment Services, LLC |
| 20 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 10% | 0.89% | Macquarie Investment Management Business Trust |
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