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 | Argent Mid Cap ETF · AMID cheaper | 31% | 0.52% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 22% | 1.05% | Wasatch Advisors LP |
| 3 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 21% | 2.01% | Wasatch Advisors LP |
| 4 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX diff. adviser | 20% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 5 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX diff. adviser | 19% | 0.82% | Nationwide Fund Advisors |
| 6 | Wasatch Small Cap Value Fund · WMCVX, WICVX diff. adviser | 19% | 1.05% | Wasatch Advisors LP |
| 7 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 17% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 8 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 17% | 0.90% | Conestoga Capital Advisors, LLC |
| 9 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 17% | 0.85% | Conestoga Capital Advisors, LLC |
| 10 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 16% | 1.01% | Congress Asset Management Company |
| 11 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 15% | 0.95% | Tributary Capital Management, LLC |
| 12 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 15% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 13 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 15% | 0.94% | Thrivent Financial for Lutherans |
| 14 | MOA SMALL CAP GROWTH FUND diff. adviser | 15% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | iMGP Small Company Fund · PFSVX diff. adviser | 15% | 1.17% | IM Global Partner Fund Management, LLC |
| 16 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX diff. adviser | 15% | 0.86% | Nicholas Company, Inc. |
| 17 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 15% | 0.95% | Thrivent Asset Management, LLC |
| 18 | Putnam VT Small Cap Growth Fund diff. adviser | 15% | 0.88% | Putnam Investment Management, LLC |
| 19 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 15% | 0.76% | Putnam Investment Management, LLC |
| 20 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 14% | 0.85% | Columbia Management Investment Advisers, LLC |
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