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 | Alger Weatherbie Enduring Growth ETF · AWEG cheaper | 37% | 0.65% | Fred Alger Management, Inc. |
| 2 | Liberty All-Star Growth Fund | 29% | — | — |
| 3 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 21% | 0.80% | Allspring Funds Management, LLC |
| 4 | ALGER SMALL CAP FOCUS FUND · AOFAX, AOFCX, AOFIX, AGOZX, AOFYX cheaper | 20% | 0.86% | Fred Alger Management, Inc. |
| 5 | Osterweis Opportunity Fund · OSTGX diff. adviser | 20% | 1.12% | Osterweis Capital Management, LLC |
| 6 | Allspring VT Small Cap Growth Fund diff. adviser | 20% | 0.92% | Allspring Funds Management, LLC |
| 7 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 19% | 0.81% | Nuveen Fund Advisors, LLC |
| 8 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX diff. adviser | 17% | 1.02% | Artisan Partners Limited Partnership |
| 9 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 17% | 1.05% | BAMCO, Inc. |
| 10 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 16% | 0.90% | Conestoga Capital Advisors, LLC |
| 11 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX diff. adviser | 16% | 1.06% | BAMCO, Inc. |
| 12 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 15% | 0.86% | Voya Investments, LLC |
| 13 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 15% | 1.05% | Wasatch Advisors LP |
| 14 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 15% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 15 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 14% | 0.75% | Tidal Investments LLC |
| 16 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX cheaper | 14% | 0.85% | Fred Alger Management, Inc. |
| 17 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 14% | 0.82% | Nationwide Fund Advisors |
| 18 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 14% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 19 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 13% | 0.80% | Nuveen Fund Advisors, LLC |
| 20 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 13% | 0.83% | — |
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