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 | Timothy Plan Small Cap Value Fund · TPLNX, TSVCX, TPVIX diff. adviser | 73% | 1.25% | Timothy Partners Ltd. |
| 2 | American Beacon Small Cap Value Fund · AVFIX, AVPAX, AASSX, ABSYX, ABSAX, ASVCX, AASRX diff. adviser | 25% | 0.79% | American Beacon Advisors, Inc. |
| 3 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper | 24% | 0.68% | Westwood Management Corp. |
| 4 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 18% | 0.95% | Tributary Capital Management, LLC |
| 5 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX diff. adviser | 17% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 6 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX diff. adviser | 16% | 0.95% | abrdn Inc. |
| 7 | Heartland Value Plus Fund · HRVIX, HNVIX diff. adviser | 16% | 0.94% | Heartland Advisors |
| 8 | Nuveen Small Cap Value Opportunities Fund · NSCAX, NSCCX, NSCRX, NSCFX diff. adviser | 15% | 0.81% | Nuveen Fund Advisors, LLC |
| 9 | WesMark Small Company Fund · WMKSX diff. adviser | 15% | 1.23% | WESBANCO INVESTMENT DEPARTMENT |
| 10 | Variable Portfolio - Partners Small Cap Value Fund diff. adviser | 14% | 0.84% | Columbia Management Investment Advisers, LLC |
| 11 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX diff. adviser | 14% | 0.89% | Victory Capital Management Inc. |
| 12 | abrdn Focused U.S. Small Cap Active ETF cheaper diff. adviser | 14% | 0.65% | abrdn Inc. |
| 13 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX diff. adviser | 13% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 14 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 13% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 15 | Allspring Small Company Value Portfolio diff. adviser | 13% | — | Allspring Funds Management, LLC |
| 16 | Penn Series Small Cap Value Fund diff. adviser | 13% | 0.98% | Penn Mutual Asset Management, LLC |
| 17 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX | 13% | 0.95% | — |
| 18 | Nuveen Small Cap Value Fund · FSCAX, FSCVX, FSCCX, FSCWX cheaper diff. adviser | 13% | 0.78% | Nuveen Fund Advisors, LLC |
| 19 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX diff. adviser | 13% | 0.82% | Nuveen Fund Advisors, LLC |
| 20 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 12% | 0.69% | Macquarie Investment Management Business Trust |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.