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 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 15% | 0.03% | Carillon Tower Advisers, Inc. |
| 2 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 15% | 0.79% | Westwood Management Corp. |
| 3 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX cheaper diff. adviser | 14% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 4 | Janus Henderson Small Cap Growth Alpha ETF · JSML cheaper diff. adviser | 13% | 0.30% | Janus Henderson Investors US LLC |
| 5 | Timothy Plan Small Cap Value Fund · TPLNX, TSVCX, TPVIX diff. adviser | 13% | 1.25% | Timothy Partners Ltd. |
| 6 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 13% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 13% | 0.35% | Franklin Advisory Services, LLC |
| 8 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 13% | 0.38% | Principal Global Investors, LLC |
| 9 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 12% | 0.82% | Nuveen Fund Advisors, LLC |
| 10 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper diff. adviser | 12% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX cheaper diff. adviser | 12% | 0.90% | AMG Funds LLC |
| 12 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX cheaper diff. adviser | 12% | 0.95% | Carillon Tower Advisers, Inc. |
| 13 | Loomis Sayles Small Cap Core Portfolio cheaper diff. adviser | 12% | 0.90% | Brighthouse Investment Advisers, LLC |
| 14 | Loomis Sayles Small Cap Value Fund · LSSCX, LSCRX, LSVAX, LSCNX cheaper diff. adviser | 12% | 0.85% | Loomis, Sayles & Company, L.P. |
| 15 | First Trust Mid Cap Growth AlphaDEX Fund · FNY cheaper diff. adviser | 12% | 0.73% | First Trust Advisors L.P. |
| 16 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 12% | 0.84% | Columbia Management Investment Advisers, LLC |
| 17 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX cheaper | 12% | 0.88% | — |
| 18 | JAMES SMALL CAP FUND · JASCX diff. adviser | 12% | 1.51% | James Investment Research, Inc. |
| 19 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX cheaper diff. adviser | 12% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 20 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX cheaper diff. adviser | 12% | 0.89% | Victory Capital Management Inc. |
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