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 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 76% | 1.15% | Ranger Investment Management, L.P. |
| 2 | Small Company Growth Portfolio · DTSGX, WSMGX diff. adviser | 35% | 1.10% | Wilshire Advisors LLC |
| 3 | Ranger Micro Cap Fund · RFTMX, RFIMX diff. adviser | 31% | 1.28% | Ranger Investment Management, L.P. |
| 4 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 20% | 0.89% | — |
| 5 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 18% | 0.95% | Thrivent Asset Management, LLC |
| 6 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 17% | 0.88% | Brighthouse Investment Advisers, LLC |
| 7 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 17% | 0.87% | Kornitzer Capital Management, Inc. |
| 8 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 17% | 0.82% | Loomis, Sayles & Company, L.P. |
| 9 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 17% | 0.68% | Jackson National Asset Management, LLC |
| 10 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 17% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 11 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 16% | 0.83% | Loomis, Sayles & Company, L.P. |
| 12 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 16% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 13 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 16% | 0.81% | Nuveen Fund Advisors, LLC |
| 14 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 16% | 0.86% | Wasatch Advisors LP |
| 15 | LKCM Small-Mid Cap Equity Fund · LKSMX diff. adviser | 16% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 16 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 16% | 1.01% | Congress Asset Management Company |
| 17 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 15% | 0.80% | Allspring Funds Management, LLC |
| 18 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX diff. adviser | 15% | 1.15% | RiverPark Advisors, LLC |
| 19 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 15% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 20 | Developing Growth Portfolio diff. adviser | 15% | 1.04% | Lord, Abbett & Co. LLC |
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