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 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 2 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper diff. adviser | 14% | 0.81% | Brown Brothers Harriman & Co. |
| 3 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 13% | 0.85% | — |
| 4 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 13% | 0.86% | Wasatch Advisors LP |
| 5 | BBH Select Mid Cap ETF cheaper | 12% | 0.81% | — |
| 6 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 12% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 7 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 12% | 0.45% | — |
| 8 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 11% | 0.82% | — |
| 9 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 11% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 11% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Wasatch Global Select Fund · WGGSX, WAGSX cheaper diff. adviser | 11% | 0.96% | Wasatch Advisors LP |
| 12 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX cheaper | 10% | 0.92% | — |
| 13 | Motley Fool Mid-Cap Growth ETF · TMFM cheaper diff. adviser | 10% | 0.85% | Motley Fool Asset Management |
| 14 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper diff. adviser | 10% | 1.05% | Wasatch Advisors LP |
| 15 | Virtus KAR Small-Cap Value Series cheaper diff. adviser | 10% | 1.10% | Virtus Investment Advisers, LLC |
| 16 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 10% | 0.89% | — |
| 17 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX cheaper diff. adviser | 10% | 1.06% | BAMCO, Inc. |
| 18 | Wasatch Ultra Growth Fund · WAMCX, WGMCX cheaper diff. adviser | 9% | 1.05% | Wasatch Advisors LP |
| 19 | iMGP Small Company Fund · PFSVX cheaper diff. adviser | 9% | 1.17% | IM Global Partner Fund Management, LLC |
| 20 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX cheaper diff. adviser | 9% | 0.83% | Goldman Sachs Asset Management, L.P. |
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