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 | Artisan Global Discovery Fund · APFDX, APHDX, APDDX | 30% | 1.10% | Artisan Partners Limited Partnership |
| 2 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 23% | 0.95% | Thrivent Asset Management, LLC |
| 3 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 22% | 1.06% | Victory Capital Management Inc. |
| 4 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX cheaper | 21% | 0.98% | Artisan Partners Limited Partnership |
| 5 | Osterweis Opportunity Fund · OSTGX diff. adviser | 21% | 1.12% | Osterweis Capital Management, LLC |
| 6 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 21% | 1.06% | Victory Capital Management Inc. |
| 7 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 20% | 0.94% | Thrivent Financial for Lutherans |
| 8 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 20% | 0.80% | Harbor Capital Advisors, Inc. |
| 9 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 20% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 10 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 20% | 1.05% | BAMCO, Inc. |
| 11 | Penn Series SMID Cap Growth Fund diff. adviser | 20% | 1.04% | Penn Mutual Asset Management, LLC |
| 12 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 19% | 0.85% | Columbia Management Investment Advisers, LLC |
| 13 | William Blair Small Cap Growth Fund · WBSNX, WBSIX, WBSRX cheaper diff. adviser | 19% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX cheaper diff. adviser | 18% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 15 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 18% | 0.92% | Allspring Funds Management, LLC |
| 16 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 18% | 0.68% | Jackson National Asset Management, LLC |
| 17 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 18% | 0.97% | AMG Funds LLC |
| 18 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 18% | 0.95% | First Trust Advisors L.P. |
| 19 | NVIT Invesco Small Cap Growth Fund diff. adviser | 18% | 1.08% | Nationwide Fund Advisors |
| 20 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 18% | 0.85% | New York Life Investment Management LLC |
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